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 | $82,004 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LLC Service code 26 · EIN 45-3764090 | Advisory (Participants) | $37,936 |
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 | $13,394 | $46,100-70.9% | $86,590-84.5% | $69,631-80.8% |
| Participation rate | 99.8% | 67.2%+32.7pp | 73.5%+26.3pp | 70.7%+29.2pp |
| Annual return | 14.33% | 21.02%-6.7pp | 964.84%-950.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,025 | $1,850-44.6% | $2,839-63.9% | $2,032-49.6% |
| Participant deferral / active EE | $946 | $2,432-61.1% | $3,609-73.8% | $3,224-70.7% |
| Admin fee / account holder | $158 | $94+68.1% | $4,906-96.8% | $110+42.8% |