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) | $199,197 |
HUTCHINSON AND BLOODGOOD LLP2 years Service code 10 · EIN 95-0858589 | Accounting | $25,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17,186 |
THREE BELL CAPITAL LLC1 year Service code 27 · EIN 45-3567626 | Advisory (Plan) | $15,000 |
BPM LLP2 years Filed as: BPM ADVISORS Service code 99 · EIN 26-3839190 | Other Fees | $13,250 |
Filed as: DAVENPORT, HANF & COMPANY, LLC Service code 10 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $11,000 |
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 | $40,021 | $78,852-49.2% | $76,768-47.9% | $75,289-46.8% |
| Participation rate | 92.9% | 85.0%+7.9pp | 77.0%+15.9pp | 72.4%+20.5pp |
| Annual return | -4.96% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,384 | $2,794-14.7% | $2,485-4.1% | $2,405-0.9% |
| Participant deferral / active EE | $6,468 | $4,800+34.7% | $3,852+67.9% | $3,739+73.0% |
| Admin fee / account holder | $89 | $79+13.3% | $6,675-98.7% | $102-12.5% |