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 | Finders' fees / placement fees; Recor... | $126,021 |
CAMMACK LARHETTE ADVISORS4+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $66,697 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $28,700 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $26,825 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $75 |
NATIONAL FINANCIAL SERVICES4+ 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 | $146,001 | $39,898+265.9% | $121,196+20.5% | $55,725+162.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.7%+28.3pp | 70.9%+29.1pp |
| Annual return | -3.07% | -0.96%-2.1pp | 16.93%-20.0pp | 244.93%-248.0pp |
| Employer contribution / active EE | $43 | $1,295-96.7% | $4,022-98.9% | $2,078-97.9% |
| Participant deferral / active EE | $10,648 | $2,439+336.6% | $3,344+218.4% | $3,356+217.3% |
| Admin fee / account holder | $203 | $95+113.3% | $5,019-96.0% | $115+76.1% |