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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,000 |
LOMBARDI, CLAIRMONT & KEEGAN4+ years Service code 10 · EIN 04-2511474 | Accounting | $6,250 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,417 |
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 | $74,398 | $80,005-7.0% | $140,016-46.9% | $55,725+33.5% |
| Participation rate | 94.8% | 87.0%+7.8pp | 87.5%+7.3pp | 70.9%+23.9pp |
| Annual return | -4.74% | 0.46%-5.2pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $4,785 | $3,403+40.6% | $5,606-14.6% | $2,078+130.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $116-95.9% | $10,705-100.0% | $115-95.9% |