Filed March 11, 2019 (most recent of 3 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 64 · EIN 71-0294708 | Recordkeeping Fees | $21,196 |
Filed as: WEALTH IMPACT ADVISORS Service code 99 33 MERZ BLVD · FAIRLAWN, OH 44333 | Other Fees | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,015 | $71,516-10.5% | $98,439-35.0% | $71,457-10.4% |
| Participation rate | 83.2% | 72.7%+10.5pp | 75.2%+8.0pp | 67.9%+15.3pp |
| Annual return | 17.96% | 32.41%-14.5pp | 21.16%-3.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,135 | $2,399-52.7% | $3,048-62.8% | $2,588-56.1% |
| Participant deferral / active EE | $3,140 | $4,109-23.6% | $4,738-33.7% | $4,289-26.8% |
| Admin fee / account holder | $153 | $1,675-90.9% | $8,948-98.3% | $1,587-90.4% |