Filed November 8, 2014
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,515 |
KREISCHER MILLER1 year Filed as: KREISCHER MILLER CARROLL ENGINEERIN Service code 15 · EIN 23-1980475 | Recordkeeping | $14,000 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $5,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,806 | $34,677-16.9% | $77,024-62.6% | $64,808-55.6% |
| Participation rate | 50.0% | 49.8%+0.2pp | 67.9%-17.9pp | 71.5%-21.5pp |
| Annual return | -9.71% | -5.33%-4.4pp | 42.32%-52.0pp | 32.82%-42.5pp |
| Employer contribution / active EE | $2,138 | $1,370+56.0% | $2,812-24.0% | $2,506-14.7% |
| Participant deferral / active EE | $4,579 | $2,556+79.1% | $4,426+3.5% | $4,310+6.2% |
| Admin fee / account holder | $177 | $179-0.8% | $5,425-96.7% | $188-5.7% |