Filed October 10, 2019
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 27 · EIN 59-2937883 | Advisory (Plan) | $42,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,055 |
PORTER & HUNT, LLP6 years Filed as: PORTER & HUNT , LLP Service code 10 · EIN 26-0526155 | Accounting | $7,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,535 | $56,485-40.6% | $185,823-82.0% | $86,799-61.4% |
| Participation rate | 95.4% | 65.5%+29.9pp | 81.7%+13.7pp | 72.3%+23.1pp |
| Annual return | 15.51% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.4pp |
| Employer contribution / active EE | $2,355 | $1,843+27.8% | $5,167-54.4% | $2,405-2.1% |
| Participant deferral / active EE | $3,050 | $2,553+19.5% | $5,568-45.2% | $4,131-26.2% |
| Admin fee / account holder | $176 | $150+17.5% | $16,237-98.9% | $170+3.7% |