Filed November 17, 2015
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 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 7-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 |
|---|---|---|
BSI4+ years Service code 13 · EIN 95-4396363 | Contract Administrator | $13,299 |
EUREKA VALUATION ADVISORS4+ years Service code 34 · EIN 20-0760670 | Valuation (appraisals, etc.) | $10,550 |
WRIGHT FORD YOUNG & CO3 years Service code 10 · EIN 95-3288054 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,280 | $77,813-81.6% | $123,544-88.4% | $64,186-77.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.19% | 12.48%-12.3pp | 119.20%-119.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,094 | $3,014-30.5% | $4,628-54.8% | $2,381-12.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $212 | $5,519-96.2% | $9,284-97.7% | $4,888-95.7% |