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 LLP3+ years Filed as: BUTLER CAPITAL ADVISORS Service code 28 28350 KENSINGTON LN #100 · PERRYSBURG, OH 43551 | Investment Management | $20,297 |
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $13,379 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,471 | $52,953-34.9% | $172,739-80.0% | $65,185-47.1% |
| Participation rate | 92.2% | 66.2%+26.0pp | 82.6%+9.5pp | 70.2%+22.0pp |
| Annual return | 5.25% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.1pp |
| Employer contribution / active EE | $1,924 | $2,190-12.1% | $5,143-62.6% | $2,177-11.6% |
| Participant deferral / active EE | $2,344 | $2,471-5.1% | $5,198-54.9% | $3,514-33.3% |
| Admin fee / account holder | $113 | $472-76.0% | $13,954-99.2% | $847-86.6% |