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 | $21,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,888 | $78,419+49.1% | $133,956-12.7% | $73,409+59.2% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.8%+18.8pp | 72.2%+26.5pp |
| Annual return | 13.51% | 33.35%-19.8pp | 45.09%-31.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,086 | $2,044+51.0% | $3,919-21.2% | $2,234+38.2% |
| Participant deferral / active EE | $7,836 | $3,925+99.6% | $5,048+55.2% | $3,805+105.9% |
| Admin fee / account holder | $45 | $161-72.4% | $8,927-99.5% | $158-71.8% |