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 | $18,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,774 | $91,372+31.1% | $129,995-7.9% | $74,419+60.9% |
| Participation rate | 96.8% | 77.8%+19.1pp | 78.5%+18.4pp | 70.7%+26.1pp |
| Annual return | 16.01% | 23.21%-7.2pp | -137.18%+153.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $9,629 | $4,721+104.0% | $5,820+65.4% | $4,528+112.6% |
| Admin fee / account holder | $44 | $283-84.5% | $10,614-99.6% | $348-87.4% |