Filed March 17, 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 3-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 |
|---|---|---|
TIFF MULTIASSET FUND1+ years Service code 58 · EIN 54-1743469 | Product termination fees (surrender c... | $9,661 |
WILMINGTON TRUST1+ years Service code 19 · EIN 01-0694771 | Securities Custodian | $9,460 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 28 · EIN 01-0694771 | Investment Management | $8,144 |
SOLARIS ADVISORS LLC1+ years Filed as: SOLARIS ADVISORS Service code 27 · EIN 83-0343965 | Advisory (Plan) | $0 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -1.42% | -2.03%+0.6pp | -2.00%+0.6pp | 2.81%-4.2pp |
| Employer contribution / active EE | $942 | $9,185-89.7% | $34,470-97.3% | $16,358-94.2% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |