Filed March 23, 2014 (most recent of 3 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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 | Recordkeeping | $51,386 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LLC Service code 26 · EIN 45-3764090 | Advisory (Participants) | $31,246 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,442 | $39,859-73.8% | $78,689-86.7% | $57,658-81.9% |
| Participation rate | 99.7% | 66.1%+33.6pp | 73.6%+26.2pp | 70.2%+29.5pp |
| Annual return | 5.54% | 18.96%-13.4pp | 62.18%-56.6pp | 5.13%+0.4pp |
| Employer contribution / active EE | $940 | $1,786-47.3% | $2,851-67.0% | $1,974-52.4% |
| Participant deferral / active EE | $919 | $2,248-59.1% | $3,517-73.9% | $3,061-70.0% |
| Admin fee / account holder | $119 | $76+56.7% | $4,510-97.4% | $95+26.3% |