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 | $81,524 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LLC Service code 26 · EIN 45-3764090 | Advisory (Participants) | $42,819 |
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 | $12,960 | $43,999-70.5% | $79,464-83.7% | $55,725-76.7% |
| Participation rate | 98.3% | 66.9%+31.4pp | 73.3%+25.0pp | 70.9%+27.5pp |
| Annual return | -5.14% | 1.81%-7.0pp | 718.14%-723.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,067 | $1,830-41.7% | $2,800-61.9% | $2,078-48.7% |
| Participant deferral / active EE | $940 | $2,538-63.0% | $3,704-74.6% | $3,356-72.0% |
| Admin fee / account holder | $160 | $118+35.9% | $5,113-96.9% | $115+38.7% |