Filed January 13, 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 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 |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,838 |
SECURITIES AMERICA INC1+ years Service code 55 · EIN 11-2551174 | Other Commissions | $7,704 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,271 | $46,360-75.7% | $147,614-92.4% | $52,331-78.5% |
| Participation rate | 97.9% | 64.9%+33.0pp | 84.6%+13.3pp | 68.1%+29.8pp |
| Annual return | 0.05% | 1.62%-1.6pp | 61.98%-61.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,206 | $2,126-43.3% | $5,564-78.3% | $1,882-35.9% |
| Participant deferral / active EE | $418 | $2,258-81.5% | $4,895-91.5% | $3,022-86.2% |
| Admin fee / account holder | $118 | $766-84.6% | $11,611-99.0% | $592-80.1% |