Filed February 14, 2019
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 |
|---|---|---|
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $87,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $84,555 |
Filed as: CARR, RIGGS, INGRAM Service code 10 · EIN 72-1396621 | Accounting | $32,755 |
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 | $155,127 | $70,106+121.3% | $80,975+91.6% | $63,975+142.5% |
| Participation rate | 99.3% | 79.4%+19.9pp | 75.8%+23.5pp | 71.1%+28.1pp |
| Annual return | 8.50% | 13.93%-5.4pp | 17.10%-8.6pp | 48.65%-40.1pp |
| Employer contribution / active EE | $3,905 | $2,042+91.2% | $3,714+5.1% | $2,182+79.0% |
| Participant deferral / active EE | $10,197 | $5,245+94.4% | $5,696+79.0% | $3,356+203.8% |
| Admin fee / account holder | $65 | $57+14.1% | $5,516-98.8% | $70-7.6% |