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 | $24,996 |
BONADIO & CO., LLP1 year Filed as: BONADIO AND CO LLP Service code 10 · EIN 16-1131146 | Accounting | $18,000 |
Service code 17 HOMETOWN NATIONAL BANK · JOLIET, IL 60435 | Pension Consulting | $2,814 |
Service code 17 4340 REDWOOD HIGHWAY, SUITE 860 · SAN RAFAEL, CA 94903 | Pension Consulting | $2,732 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,553 |
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 | $19,954 | $53,136-62.4% | $155,509-87.2% | $199,593-90.0% |
| Participation rate | 70.8% | 64.1%+6.7pp | 78.2%-7.4pp | 72.0%-1.2pp |
| Annual return | 13.27% | 41.15%-27.9pp | 64.67%-51.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $731 | $1,851-60.5% | $4,672-84.4% | $3,034-75.9% |
| Participant deferral / active EE | $1,205 | $3,161-61.9% | $5,626-78.6% | $5,087-76.3% |
| Admin fee / account holder | $26 | $185-86.0% | $15,912-99.8% | $269-90.3% |