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 | Participant communication; Shareholde... | $141,196 |
CAMMACK LARHETTE ADVISORS3+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $93,655 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $47,010 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $27,900 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $350 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $155,854 | $45,324+243.9% | $122,332+27.4% | $69,631+123.8% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 11.42% | 25.35%-13.9pp | 30.27%-18.9pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $53 | $1,230-95.7% | $4,050-98.7% | $2,032-97.4% |
| Participant deferral / active EE | $10,366 | $2,367+338.0% | $3,287+215.4% | $3,224+221.6% |
| Admin fee / account holder | $255 | $87+193.4% | $5,478-95.3% | $110+131.2% |