Filed December 28, 2016
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 15 · EIN 16-1503696 | Recordkeeping | $51,852 |
CARUSO MCLEAN INVESTMENT ADVISORS10+ years Service code 10 · EIN 16-1320756 | Accounting | $31,434 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,068 | $50,815-40.8% | $155,509-80.7% | $77,643-61.3% |
| Participation rate | 90.0% | 63.1%+26.9pp | 78.2%+11.8pp | 70.6%+19.4pp |
| Annual return | 12.28% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $733 | $1,993-63.2% | $4,672-84.3% | $2,726-73.1% |
| Participant deferral / active EE | $2,649 | $2,822-6.1% | $5,626-52.9% | $4,647-43.0% |
| Admin fee / account holder | $189 | $437-56.7% | $15,912-98.8% | $430-56.1% |