Filed March 24, 2015 (most recent of 5 filings on file)
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 |
|---|---|---|
EXECUTIVE FLIGHT SERVICES1 year Service code 50 · EIN 45-0486386 | Direct Payment | $14,371 |
GROEN, KLUKA & COMPANY, P.C.5+ years Service code 10 · EIN 38-2527196 | Accounting | $10,480 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,355 |
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 | $92,145 | $73,125+26.0% | $125,175-26.4% | $77,787+18.5% |
| Participation rate | 96.9% | 79.4%+17.5pp | 79.8%+17.1pp | 73.2%+23.7pp |
| Annual return | 21.09% | 24.71%-3.6pp | 43.79%-22.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $5,499 | $2,413+127.9% | $3,865+42.3% | $2,504+119.6% |
| Participant deferral / active EE | $3,939 | $3,966-0.7% | $4,937-20.2% | $3,967-0.7% |
| Admin fee / account holder | $3 | $89-96.7% | $9,702-100.0% | $100-97.1% |