Filed October 21, 2015 (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 4-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 |
|---|---|---|
AMS CONSULTING1+ years Service code 70 · EIN 59-1237041 | Consulting Fees | $25,000 |
BUCKNO LISICKY & COMPANY1+ years Service code 10 · EIN 23-2426656 | Accounting | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,421 | $52,293+15.5% | $178,490-66.1% | $73,409-17.7% |
| Participation rate | 91.4% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.3pp |
| Annual return | 19.21% | 34.75%-15.5pp | 151.07%-131.9pp | 59.29%-40.1pp |
| Employer contribution / active EE | $666 | $1,735-61.6% | $5,011-86.7% | $2,234-70.2% |
| Participant deferral / active EE | $2,934 | $2,332+25.8% | $5,202-43.6% | $3,805-22.9% |
| Admin fee / account holder | $27 | $127-78.4% | $13,984-99.8% | $158-82.6% |