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 | $770 |
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 | $75,996 | $155,795-51.2% | $136,294-44.2% | $69,631+9.1% |
| Participation rate | 84.5% | 75.2%+9.2pp | 81.9%+2.5pp | 70.7%+13.8pp |
| Annual return | 19.25% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,491 | $2,991-16.7% | $4,695-47.0% | $2,032+22.6% |
| Participant deferral / active EE | $5,488 | $5,394+1.7% | $6,247-12.2% | $3,224+70.2% |
| Admin fee / account holder | $185 | $128+43.9% | $9,243-98.0% | $110+67.1% |