Filed May 9, 2016 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,000 |
LOMBARDI, CLAIRMONT & KEEGAN1+ years Service code 10 · EIN 04-2230576 | Accounting | $5,900 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $560 |
Participant contribution per participant 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 | $69,484 | $70,667-1.7% | $123,104-43.6% | $52,331+32.8% |
| Participation rate | 98.7% | 83.7%+15.0pp | 86.8%+12.0pp | 68.1%+30.6pp |
| Annual return | -0.06% | 6.23%-6.3pp | 13.22%-13.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $4,572 | $2,946+55.2% | $5,151-11.2% | $1,882+143.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $506-99.6% | $9,015-100.0% | $592-99.6% |