Filed October 10, 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 13 · EIN 42-0127290 | Contract Administrator | $21,344 |
Employer 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 | $98,611 | $69,159+42.6% | $125,175-21.2% | $67,579+45.9% |
| Participation rate | 97.5% | 78.2%+19.3pp | 79.8%+17.7pp | 71.3%+26.3pp |
| Annual return | 22.19% | 27.12%-4.9pp | 43.79%-21.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $472 | $2,023-76.7% | $3,865-87.8% | $2,148-78.0% |
| Participant deferral / active EE | $7,565 | $3,700+104.5% | $4,937+53.2% | $3,539+113.7% |
| Admin fee / account holder | $42 | $142-70.3% | $9,702-99.6% | $142-70.4% |