Filed January 13, 2016 (most recent of 2 filings on file)
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 27 · EIN 95-3845382 | Advisory (Plan) | $22,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,124 | $53,127+114.8% | $86,590+31.8% | $70,131+62.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.27% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,356 | $2,068+110.6% | $2,839+53.4% | $2,342+86.0% |
| Participant deferral / active EE | $8,274 | $2,696+206.9% | $3,609+129.3% | $3,332+148.3% |
| Admin fee / account holder | $395 | $3,585-89.0% | $4,906-92.0% | $4,645-91.5% |