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 | $848 |
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 | $71,496 | $75,388-5.2% | $123,544-42.1% | $55,725+28.3% |
| Participation rate | 92.1% | 75.7%+16.4pp | 82.3%+9.8pp | 70.9%+21.2pp |
| Annual return | -6.28% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,899 | $3,063-5.4% | $4,628-37.4% | $2,078+39.5% |
| Participant deferral / active EE | $6,595 | $5,651+16.7% | $6,426+2.6% | $3,356+96.5% |
| Admin fee / account holder | $277 | $120+131.3% | $9,284-97.0% | $115+140.4% |