Filed August 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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $7,040 |
RETIREMENT FUNDING ADVISORS2 years Filed as: RETIREMENT FUNDING ADVISORS INC. Service code 27 · EIN 38-3242375 | Advisory (Plan) | $6,000 |
TIAA1 year Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Account maintenance fees; Custodial (... | $194 |
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 | $123,664 | $74,552+65.9% | $62,995+96.3% | $69,631+77.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.54% | 15.77%-1.2pp | 87.57%-73.0pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,870 | $2,929-36.2% | $2,759-32.2% | $2,032-8.0% |
| Participant deferral / active EE | $4,659 | $2,974+56.6% | $3,329+39.9% | $3,224+44.5% |
| Admin fee / account holder | $20 | $59-66.8% | $3,600-99.5% | $110-82.1% |