Filed September 30, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,404 | $47,898-38.6% | $117,472-75.0% | $64,808-54.6% |
| Participation rate | 79.6% | 61.9%+17.7pp | 70.6%+9.0pp | 71.5%+8.1pp |
| Annual return | -16.54% | -15.54%-1.0pp | 29.74%-46.3pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,377 | $1,774-22.4% | $4,176-67.0% | $2,506-45.0% |
| Participant deferral / active EE | $2,741 | $3,151-13.0% | $4,070-32.7% | $4,310-36.4% |
| Admin fee / account holder | $4 | $132-96.7% | $5,645-99.9% | $188-97.7% |