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 BLAIR2+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,000 |
LOMBARDI, CLAIRMONT & KEEGAN2+ years Service code 10 · EIN 04-2230576 | Accounting | $12,059 |
PRINCIPAL LIFE INSURANCE COMPANY2+ 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 | $74,941 | $74,089+1.2% | $133,980-44.1% | $55,167+35.8% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.1%+9.5pp | 69.0%+27.6pp |
| Annual return | 7.60% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $4,845 | $3,064+58.2% | $5,211-7.0% | $1,963+146.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $458-99.5% | $9,324-100.0% | $504-99.6% |