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) | $290,493 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,487 |
HUTCHINSON AND BLOODGOOD LLP3 years Service code 99 · EIN 95-0858589 | Other Fees | $17,000 |
THREE BELL CAPITAL LLC2 years Service code 99 · EIN 45-3567626 | Other Fees | $15,000 |
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 | $48,610 | $105,247-53.8% | $87,100-44.2% | $77,787-37.5% |
| Participation rate | 96.3% | 85.8%+10.5pp | 76.9%+19.4pp | 73.2%+23.1pp |
| Annual return | 30.77% | 24.52%+6.3pp | 28.19%+2.6pp | 32.57%-1.8pp |
| Employer contribution / active EE | $2,550 | $2,895-11.9% | $2,521+1.1% | $2,504+1.8% |
| Participant deferral / active EE | $6,699 | $5,060+32.4% | $4,049+65.5% | $3,967+68.9% |
| Admin fee / account holder | $103 | $104-1.0% | $7,497-98.6% | $100+3.4% |