Filed December 30, 2014
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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $20,234 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $12,505 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $2,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,042 | $22,291+3.4% | $69,182-66.7% | $63,975-64.0% |
| Participation rate | 11.6% | 35.3%-23.7pp | 55.1%-43.5pp | 71.1%-59.6pp |
| Annual return | 9.75% | 9.30%+0.4pp | -21.93%+31.7pp | 48.65%-38.9pp |
| Employer contribution / active EE | $196 | $325-39.8% | $1,206-83.8% | $2,182-91.0% |
| Participant deferral / active EE | $369 | $808-54.4% | $1,897-80.6% | $3,356-89.0% |
| Admin fee / account holder | $224 | $73+206.3% | $2,697-91.7% | $70+217.6% |