Filed October 24, 2016
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 |
|---|---|---|
ARGENT TRUST COMPANY8+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $26,857 |
Filed as: MORGAN STANELY SMITH/BARNEY Service code 21 3750 UNIVERSITY AVENUE · RIVERSIDE, CA 92501 | Bank Trustee | $22,533 |
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 15 · EIN 13-4238973 | Recordkeeping | $18,508 |
PRAIRIE CAPITAL ADVISORS8+ years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $4,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,764 | $49,451+210.9% | $79,550+93.3% | $66,914+129.8% |
| Participation rate | 99.2% | 61.3%+37.8pp | 69.5%+29.7pp | 69.8%+29.4pp |
| Annual return | 1.01% | 84.25%-83.2pp | 0.16%+0.8pp | 1.58%-0.6pp |
| Employer contribution / active EE | $3,934 | $1,266+210.9% | $2,413+63.0% | $2,544+54.6% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $323 | $595-45.7% | $6,832-95.3% | $593-45.6% |