Filed March 24, 2021 (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 |
|---|---|---|
Service code 10 DBA WALKER BENEFITS LLC · PITTSBURGH, PA 152643656 | Accounting | $9,885 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,156 |
CRPS, INC2 years Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Contract Administrator | $4,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EASHT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $520 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $24,262 | $62,928-61.4% | $172,739-86.0% | $67,579-64.1% |
| Participation rate | 76.1% | 64.5%+11.6pp | 82.6%-6.6pp | 71.3%+4.8pp |
| Annual return | 23.50% | 30.36%-6.9pp | 802.84%-779.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,104 | $2,145-1.9% | $5,198-59.5% | $3,539-40.6% |
| Admin fee / account holder | $41 | $167-75.1% | $13,954-99.7% | $142-70.8% |