Filed May 20, 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 9-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 19 · EIN 51-0396365 | Securities Custodian | $50,796 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $7,900 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 17 · EIN 16-0757756 | Pension Consulting | $7,725 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,394 | $45,000-48.0% | $143,757-83.7% | $77,904-70.0% |
| Participation rate | 53.3% | 66.8%-13.5pp | 80.3%-27.0pp | 73.7%-20.3pp |
| Annual return | -12.82% | 29.03%-41.8pp | -0.04%-12.8pp | 12.21%-25.0pp |
| Employer contribution / active EE | $596 | $1,870-68.1% | $4,951-88.0% | $2,848-79.1% |
| Participant deferral / active EE | $1,118 | $3,157-64.6% | $5,637-80.2% | $4,806-76.7% |
| Admin fee / account holder | $57 | $98-42.0% | $14,673-99.6% | $133-56.9% |