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) | $28,438 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,657 | $64,119+38.3% | $112,228-21.0% | $66,914+32.5% |
| Participation rate | 85.8% | 68.5%+17.4pp | 75.1%+10.8pp | 69.8%+16.0pp |
| Annual return | -17.24% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,256 | $3,005-24.9% | $3,635-37.9% | $2,544-11.3% |
| Participant deferral / active EE | $4,673 | $3,693+26.5% | $4,728-1.2% | $4,237+10.3% |
| Admin fee / account holder | $408 | $625-34.8% | $6,410-93.6% | $593-31.3% |