Filed July 18, 2014 (most recent of 4 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 |
|---|---|---|
QBI, LLC1+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $19,582 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,807 | $112,772-84.2% | $57,343-68.9% | $59,188-69.9% |
| Participation rate | 80.8% | 71.3%+9.5pp | 75.1%+5.7pp | 69.4%+11.4pp |
| Annual return | 1.49% | 0.85%+0.6pp | 24.39%-22.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $845 | $3,400-75.1% | $2,689-68.6% | $2,098-59.7% |
| Participant deferral / active EE | $2,988 | $3,010-0.7% | $3,162-5.5% | $3,265-8.5% |
| Admin fee / account holder | $23 | $144-83.7% | $3,356-99.3% | $92-74.6% |