Filed May 9, 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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 13 · EIN 62-0951563 | Contract Administrator | $1,405 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $144 |
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 | $63,498 | $50,464+25.8% | $75,781-16.2% | $52,331+21.3% |
| Participation rate | 81.0% | 66.8%+14.2pp | 75.8%+5.1pp | 68.1%+12.8pp |
| Annual return | -0.12% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,917 | $1,988-3.6% | $3,323-42.3% | $1,882+1.9% |
| Participant deferral / active EE | $4,375 | $2,570+70.2% | $3,651+19.8% | $3,022+44.8% |
| Admin fee / account holder | $8 | $1,103-99.3% | $5,299-99.9% | $592-98.7% |