Filed April 7, 2016 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING5 years Service code 16 · EIN 84-0854432 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,056 |
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 | $125,434 | $72,554+72.9% | $138,135-9.2% | $73,488+70.7% |
| Participation rate | 98.0% | 74.8%+23.2pp | 78.7%+19.3pp | 70.7%+27.3pp |
| Annual return | 17.02% | 17.50%-0.5pp | 20.51%-3.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $8,525 | $3,511+142.8% | $5,587+52.6% | $2,270+275.5% |
| Participant deferral / active EE | $11,422 | $4,908+132.7% | $6,431+77.6% | $3,740+205.4% |
| Admin fee / account holder | -$104 | $464-122.3% | $11,856-100.9% | $513-120.2% |