Filed September 24, 2015
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 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $145,407 |
CAMMACK LARHETTE ADVISORS1+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $92,700 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $50,000 |
NIXON PEABODY LLP1+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $9,580 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $800 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $131,814 | $38,312+244.1% | $100,671+30.9% | $59,188+122.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 70.7%+29.3pp | 69.4%+30.6pp |
| Annual return | 0.12% | 2.64%-2.5pp | 20.43%-20.3pp | 5.51%-5.4pp |
| Employer contribution / active EE | $20 | $1,183-98.3% | $4,012-99.5% | $2,098-99.0% |
| Participant deferral / active EE | $8,991 | $1,847+386.8% | $3,144+186.0% | $3,265+175.4% |
| Admin fee / account holder | $239 | $68+253.5% | $4,850-95.1% | $92+159.7% |