Filed January 13, 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 10-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 | $22,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,079 | $37,196-62.1% | $154,107-90.9% | $55,725-74.7% |
| Participation rate | 46.1% | 64.1%-18.0pp | 83.0%-37.0pp | 70.9%-24.8pp |
| Annual return | 8.04% | 1319.68%-1311.6pp | 735.12%-727.1pp | 244.93%-236.9pp |
| Employer contribution / active EE | $836 | $1,614-48.2% | $5,298-84.2% | $2,078-59.8% |
| Participant deferral / active EE | $305 | $2,068-85.3% | $5,081-94.0% | $3,356-90.9% |
| Admin fee / account holder | $2 | $102-98.4% | $13,411-100.0% | $115-98.5% |