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 | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,588 | $63,156-13.6% | $122,332-55.4% | $62,292-12.4% |
| Participation rate | 57.0% | 60.0%-3.1pp | 71.6%-14.7pp | 69.5%-12.6pp |
| Annual return | 11.91% | 20.61%-8.7pp | 30.27%-18.4pp | 28.90%-17.0pp |
| Employer contribution / active EE | $755 | $1,385-45.5% | $4,050-81.4% | $2,042-63.0% |
| Participant deferral / active EE | $1,761 | $2,321-24.1% | $3,287-46.4% | $3,169-44.4% |
| Admin fee / account holder | $14 | $440-96.7% | $5,478-99.7% | $479-97.0% |