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 | $2,900 |
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 | $51,227 | $47,648+7.5% | $130,648-60.8% | $67,579-24.2% |
| Participation rate | 51.4% | 60.4%-9.0pp | 71.7%-20.4pp | 71.3%-19.9pp |
| Annual return | 17.78% | 25.73%-7.9pp | 1708.96%-1691.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $772 | $1,408-45.2% | $4,092-81.1% | $2,148-64.1% |
| Participant deferral / active EE | $1,839 | $2,616-29.7% | $3,603-49.0% | $3,539-48.1% |
| Admin fee / account holder | $16 | $105-84.5% | $5,464-99.7% | $142-88.5% |