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 | $73,937 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LLC Service code 26 · EIN 45-3764090 | Advisory (Participants) | $53,725 |
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 | $19,625 | $52,670-62.7% | $90,404-78.3% | $73,409-73.3% |
| Participation rate | 98.1% | 67.7%+30.4pp | 72.7%+25.4pp | 72.2%+25.9pp |
| Annual return | 15.05% | 20.70%-5.7pp | 1293.02%-1278.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,375 | $1,872-26.5% | $3,262-57.9% | $2,234-38.4% |
| Participant deferral / active EE | $1,213 | $2,807-56.8% | $3,963-69.4% | $3,805-68.1% |
| Admin fee / account holder | $182 | $117+55.6% | $5,611-96.8% | $158+15.1% |