Filed October 10, 2019
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 | $41,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,332 | $67,984+96.1% | $65,493+103.6% | $74,304+79.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 16.07% | 19.87%-3.8pp | 982.45%-966.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $9,923 | $2,491+298.3% | $2,574+285.5% | $2,241+342.8% |
| Participant deferral / active EE | $10,231 | $3,346+205.7% | $3,961+158.3% | $3,767+171.6% |
| Admin fee / account holder | $4 | $1,373-99.7% | $5,028-99.9% | $2,969-99.9% |