Filed September 8, 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. $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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $210,073 |
BPM LLP1 year Filed as: BPM ADVISORS Service code 17 · EIN 90-0779560 | Pension Consulting | $23,637 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,234 |
Service code 10 P.O. BOX 518 · EL CENTRO, CA 92244 | Accounting | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,082 | $88,730-51.4% | $82,313-47.7% | $77,958-44.7% |
| Participation rate | 97.6% | 84.5%+13.1pp | 76.9%+20.7pp | 71.6%+26.0pp |
| Annual return | 63.01% | 20.88%+42.1pp | 25.88%+37.1pp | 20.87%+42.1pp |
| Employer contribution / active EE | $2,482 | $2,758-10.0% | $2,428+2.2% | $2,310+7.4% |
| Participant deferral / active EE | $6,806 | $4,634+46.9% | $3,706+83.7% | $3,537+92.5% |
| Admin fee / account holder | $102 | $74+37.7% | $5,608-98.2% | $97+4.6% |