Filed September 1, 2020
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 15 · EIN 01-0233346 | Recordkeeping | $252 |
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 | $60,148 | $88,324-31.9% | $115,037-47.7% | $55,191+9.0% |
| Participation rate | 74.8% | 72.5%+2.2pp | 81.4%-6.6pp | 69.2%+5.6pp |
| Annual return | 0.07% | 6.30%-6.2pp | 26.14%-26.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,232 | $2,805-20.4% | $4,608-51.6% | $1,899+17.6% |
| Participant deferral / active EE | $4,465 | $5,042-11.5% | $6,026-25.9% | $3,046+46.6% |
| Admin fee / account holder | $157 | $105+49.0% | $8,175-98.1% | $91+72.9% |