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 84-0467907 | Recordkeeping | $54,830 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
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 | $80,000 | $88,122-9.2% | $141,162-43.3% | $67,579+18.4% |
| Participation rate | 91.0% | 76.5%+14.5pp | 82.5%+8.5pp | 71.3%+19.7pp |
| Annual return | 23.92% | 75.40%-51.5pp | 71.39%-47.5pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,893 | $3,224-10.3% | $4,735-38.9% | $2,148+34.7% |
| Participant deferral / active EE | $6,585 | $5,958+10.5% | $6,709-1.8% | $3,539+86.1% |
| Admin fee / account holder | $279 | $131+113.2% | $10,261-97.3% | $142+96.1% |