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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $43,280 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,380 |
OXFORD GLOBAL RESOURCES1 year Filed as: OXORD GLOBAL RESOURCES, LLC Service code 16 · EIN 04-2838827 | Consulting | $5,550 |
Filed as: AXA EQUITABLE INSURANCE CO Service code 25 · EIN 13-5570651 | Directed Trustee | $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 | -$279,773 |
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 | $67,735 | $44,007+53.9% | $154,107-56.0% | $68,904-1.7% |
| Participation rate | 73.8% | 70.0%+3.7pp | 83.0%-9.3pp | 74.1%-0.3pp |
| Annual return | -5.01% | 8.15%-13.2pp | 735.12%-740.1pp | 1.07%-6.1pp |
| Employer contribution / active EE | $1,111 | $1,732-35.8% | $5,298-79.0% | $2,540-56.3% |
| Participant deferral / active EE | $3,353 | $2,813+19.2% | $5,081-34.0% | $4,015-16.5% |
| Admin fee / account holder | $35 | $65-46.2% | $13,411-99.7% | $71-51.1% |