Filed March 17, 2016
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 |
|---|---|---|
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $9,750 |
MALONEY & NOVOTNY LLC1 year Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE, SUITE 700 · CLEVELAND, MD 441142540 | Accounting | $8,750 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $205 |
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 | $94,986 | $57,976+63.8% | $62,995+50.8% | $62,292+52.5% |
| Participation rate | 98.4% | 75.9%+22.5pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 15.40% | 17.54%-2.1pp | 87.57%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $3,632 | $2,415+50.4% | $2,759+31.6% | $2,042+77.8% |
| Participant deferral / active EE | $5,721 | $2,956+93.6% | $3,329+71.8% | $3,169+80.5% |
| Admin fee / account holder | $47 | $276-82.9% | $3,600-98.7% | $479-90.1% |