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) | $30,075 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $28,993 |
CROWE LLP5 years Service code 15 · EIN 35-0921680 | Recordkeeping | $1,450 |
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 | $92,316 | $77,660+18.9% | $109,143-15.4% | $79,386+16.3% |
| Participation rate | 89.0% | 67.8%+21.2pp | 75.9%+13.1pp | 70.7%+18.3pp |
| Annual return | 12.04% | 23.44%-11.4pp | 25.75%-13.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,255 | $2,797-19.4% | $3,722-39.4% | $2,427-7.1% |
| Participant deferral / active EE | $4,726 | $3,518+34.4% | $4,653+1.6% | $4,046+16.8% |
| Admin fee / account holder | $376 | $732-48.7% | $6,752-94.4% | $626-40.0% |