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 | $19,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,853 | $71,142+44.6% | $119,609-14.0% | $64,808+58.7% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.3%+19.2pp | 71.5%+27.0pp |
| Annual return | -11.81% | -10.01%-1.8pp | -14.97%+3.2pp | 32.82%-44.6pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,533 | $4,490+112.3% | $5,602+70.2% | $4,310+121.2% |
| Admin fee / account holder | $43 | $162-73.7% | $10,323-99.6% | $188-77.3% |