Filed November 20, 2018 (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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $142,788 |
DG KRAUSE LLC6+ years Service code 10 · EIN 20-2621108 | Accounting | $27,500 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $26,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,832 | $84,948+58.7% | $70,449+91.4% | $73,409+83.7% |
| Participation rate | 95.2% | 79.9%+15.3pp | 75.1%+20.1pp | 72.2%+23.0pp |
| Annual return | 13.93% | 13.39%+0.5pp | 109.03%-95.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $5,167 | $2,834+82.3% | $2,737+88.8% | $2,234+131.3% |
| Participant deferral / active EE | $4,790 | $3,387+41.4% | $3,709+29.1% | $3,805+25.9% |
| Admin fee / account holder | $98 | $98-0.3% | $3,845-97.5% | $158-38.0% |