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 LLP6+ years Filed as: BUTLER CAPITAL ADVISORS Service code 28 28350 KENSINGTON LN #100 · PERRYSBURG, OH 43551 | Investment Management | $26,559 |
EMPLOYEE FIDUCIARY, LLC5 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,147 |
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 | $28,871 | $65,061-55.6% | $143,757-79.9% | $66,914-56.9% |
| Participation rate | 95.2% | 65.2%+30.0pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | -14.81% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,318 | $2,361-44.2% | $4,951-73.4% | $2,544-48.2% |
| Participant deferral / active EE | $2,519 | $2,919-13.7% | $5,637-55.3% | $4,237-40.5% |
| Admin fee / account holder | $111 | $502-78.0% | $14,673-99.2% | $593-81.4% |