Filed December 12, 2013 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,250 |
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 | $50,220 | $38,969+28.9% | $109,313-54.1% | $55,167-9.0% |
| Participation rate | 81.3% | 58.2%+23.1pp | 71.3%+10.1pp | 69.0%+12.3pp |
| Annual return | 6.70% | 8.26%-1.6pp | 22.07%-15.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,043 | $1,227-15.0% | $3,892-73.2% | $1,963-46.9% |
| Participant deferral / active EE | $2,376 | $2,176+9.2% | $3,166-25.0% | $3,054-22.2% |
| Admin fee / account holder | $13 | $501-97.4% | $5,666-99.8% | $504-97.4% |