Filed July 31, 2015 (most recent of 2 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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,913 |
MCF ADVISORS LLC2 years Filed as: MCF ADVISORS, LLC Service code 28 · EIN 20-0566061 | Investment Management | $10,191 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,718 | $62,928-56.0% | $172,739-84.0% | $67,579-59.0% |
| Participation rate | 86.0% | 64.5%+21.6pp | 82.6%+3.4pp | 71.3%+14.7pp |
| Annual return | 7.00% | 30.36%-23.4pp | 802.84%-795.8pp | 378.56%-371.6pp |
| Employer contribution / active EE | $2,148 | $1,636+31.3% | $5,143-58.2% | $2,1480% |
| Participant deferral / active EE | $1,897 | $2,145-11.6% | $5,198-63.5% | $3,539-46.4% |
| Admin fee / account holder | $116 | $167-30.7% | $13,954-99.2% | $142-18.8% |