Filed July 23, 2014 (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 |
|---|---|---|
DR ADVISORY SERVICES1 year Filed as: DR ADVISORY SERVICES LLC Service code 28 · EIN 20-5173405 | Investment Management | $6,838 |
Participant 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 | $74,337 | $70,083+6.1% | $59,878+24.1% | $55,725+33.4% |
| Participation rate | 99.3% | 78.4%+21.0pp | 74.7%+24.6pp | 70.9%+28.5pp |
| Annual return | 8.93% | 3.13%+5.8pp | 3.46%+5.5pp | 244.93%-236.0pp |
| Employer contribution / active EE | $5,185 | $2,878+80.1% | $2,722+90.5% | $2,078+149.5% |
| Participant deferral / active EE | $537 | $3,079-82.5% | $3,402-84.2% | $3,356-84.0% |
| Admin fee / account holder | $7 | $70-89.5% | $3,590-99.8% | $115-93.6% |