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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 15 · EIN 13-4238973 | Recordkeeping | $17,185 |
ARGENT TRUST COMPANY10+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $14,943 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANELY SMITH/BARNEY Service code 21 3750 UNIVERSITY AVENUE · RIVERSIDE, CA 92501 | Bank Trustee | $8,099 |
PRAIRIE CAPITAL ADVISORS10+ years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $5,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,669 | $59,417+237.7% | $93,606+114.4% | $74,495+169.4% |
| Participation rate | 99.4% | 59.7%+39.7pp | 68.7%+30.6pp | 67.2%+32.2pp |
| Annual return | 34.54% | 81.83%-47.3pp | 133.20%-98.7pp | 1364.94%-1330.4pp |
| Employer contribution / active EE | $6,759 | $1,264+434.9% | $2,420+179.3% | $2,623+157.7% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $178 | $3,021-94.1% | $8,285-97.9% | $1,942-90.9% |