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 |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $22,898 |
CROWE LLP4 years Service code 15 · EIN 35-0921680 | Recordkeeping | $1,850 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,079 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,824 | $81,474+12.7% | $133,956-31.5% | $73,488+25.0% |
| Participation rate | 91.4% | 76.4%+15.0pp | 79.8%+11.5pp | 70.7%+20.7pp |
| Annual return | 15.28% | 19.40%-4.1pp | 45.09%-29.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,267 | $2,209+2.6% | $3,919-42.1% | $2,270-0.1% |
| Participant deferral / active EE | $5,232 | $3,786+38.2% | $5,048+3.6% | $3,740+39.9% |
| Admin fee / account holder | $302 | $713-57.6% | $8,927-96.6% | $513-41.1% |