Filed December 14, 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 |
|---|---|---|
SUMMA HEALTH1 year Service code 10 · EIN 34-1887844 | Accounting | $150,205 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS ISTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$196,965 |
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 | $61,626 | $43,110+43.0% | $156,549-60.6% | $65,292-5.6% |
| Participation rate | 73.8% | 69.3%+4.5pp | 84.0%-10.2pp | 72.4%+1.4pp |
| Annual return | 8.69% | 11.24%-2.6pp | 32.23%-23.5pp | 11.84%-3.2pp |
| Employer contribution / active EE | $1,006 | $1,702-40.9% | $5,501-81.7% | $2,302-56.3% |
| Participant deferral / active EE | $2,942 | $2,520+16.7% | $4,871-39.6% | $3,579-17.8% |
| Admin fee / account holder | $31 | $47-33.7% | $13,027-99.8% | $57-45.4% |