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 | $27,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $53,345-27.3% | $121,098-68.0% | $74,419-47.9% |
| Participation rate | 81.9% | 60.0%+21.9pp | 69.5%+12.4pp | 70.7%+11.2pp |
| Annual return | 17.63% | 35.15%-17.5pp | 985.75%-968.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,654 | $1,898-12.9% | $4,164-60.3% | $2,637-37.3% |
| Participant deferral / active EE | $3,332 | $3,221+3.4% | $4,080-18.3% | $4,528-26.4% |
| Admin fee / account holder | $9 | $382-97.5% | $5,644-99.8% | $348-97.3% |