Filed August 9, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,169 |
KRUGGEL, LAWTON & COMPANY, LLC3+ years Filed as: KRUGGEL, LAWTON & COMPANY LLC Service code 10 · EIN 35-1307701 | Accounting | $14,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,225 |
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 | $55,376 | $90,410-38.7% | $91,001-39.1% | $77,958-29.0% |
| Participation rate | 91.1% | 86.4%+4.7pp | 75.6%+15.5pp | 71.6%+19.4pp |
| Annual return | 37.01% | 21.34%+15.7pp | 4.60%+32.4pp | 20.87%+16.1pp |
| Employer contribution / active EE | $2,621 | $3,392-22.7% | $2,456+6.8% | $2,310+13.5% |
| Participant deferral / active EE | $5,646 | $4,816+17.3% | $3,547+59.2% | $3,537+59.7% |
| Admin fee / account holder | $28 | $79-64.5% | $5,417-99.5% | $97-71.3% |