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 | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,372 | $44,221+9.4% | $121,196-60.1% | $56,287-14.1% |
| Participation rate | 53.8% | 61.1%-7.3pp | 71.7%-18.0pp | 69.9%-16.1pp |
| Annual return | -1.82% | -3.58%+1.8pp | 16.93%-18.8pp | -9.96%+8.1pp |
| Employer contribution / active EE | $860 | $1,480-41.9% | $4,022-78.6% | $2,111-59.2% |
| Participant deferral / active EE | $2,080 | $2,521-17.5% | $3,344-37.8% | $3,350-37.9% |
| Admin fee / account holder | $14 | $480-97.2% | $5,019-99.7% | $521-97.4% |