Filed May 2, 2018 (most recent of 6 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 |
|---|---|---|
ADAMY VALUATION ADVISORS INC3+ years Service code 34 · EIN 26-1696549 | Valuation (appraisals, etc.) | $11,501 |
MONROE SWEERIS & TROMP PLC2 years Filed as: MONROE SWEERIS AND TROMP PLC Service code 10 · EIN 38-2621598 | Accounting | $8,000 |
WATKINS ROSS3+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $7,440 |
ESOP ECONOMICS1 year Service code 49 1608 WALNUT ST STE 1501 · PHILADELPHIA, PA 19103 | Other Services | $5,100 |
VARNUM LLP3+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $3,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,055 | $58,083-22.4% | $80,019-43.7% | $56,287-20.0% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.8%+23.4pp | 69.9%+29.4pp |
| Annual return | 14.74% | 34.61%-19.9pp | 11.22%+3.5pp | -9.96%+24.7pp |
| Employer contribution / active EE | $1,783 | $1,932-7.7% | $2,468-27.8% | $2,111-15.5% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $234 | $623-62.4% | $6,521-96.4% | $521-55.1% |