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 LLP4+ years Filed as: BUTLER CAPITAL ADVISORS Service code 28 28350 KENSINGTON LN #100 · PERRYSBURG, OH 43551 | Investment Management | $16,089 |
EMPLOYEE FIDUCIARY, LLC3 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $4,360 |
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 | $39,541 | $58,879-32.8% | $178,490-77.8% | $73,488-46.2% |
| Participation rate | 94.1% | 66.2%+27.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 32.73% | 24.86%+7.9pp | 151.07%-118.3pp | 28.51%+4.2pp |
| Employer contribution / active EE | $1,268 | $2,236-43.3% | $5,011-74.7% | $2,270-44.1% |
| Participant deferral / active EE | $2,131 | $2,567-17.0% | $5,202-59.0% | $3,740-43.0% |
| Admin fee / account holder | $83 | $400-79.4% | $13,984-99.4% | $513-83.9% |