Filed December 22, 2014 (most recent of 3 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 8-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 |
|---|---|---|
BUTLER & BURKE LLP1+ years Filed as: BUTLER CAPITAL ADVISORS Service code 28 28350 KENSINGTON LN #100 · PERRYSBURG, OH 43551 | Investment Management | $12,158 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,815 | $55,453-46.2% | $170,442-82.5% | $62,292-52.1% |
| Participation rate | 79.7% | 66.4%+13.3pp | 83.6%-3.9pp | 69.5%+10.2pp |
| Annual return | 13.64% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,697 | $2,164-21.6% | $5,433-68.8% | $2,042-16.9% |
| Participant deferral / active EE | $1,383 | $2,303-39.9% | $4,939-72.0% | $3,169-56.3% |
| Admin fee / account holder | $89 | $455-80.5% | $13,880-99.4% | $479-81.5% |