Filed January 1, 2017
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 |
|---|---|---|
Service code 15 | Recordkeeping | $12,285 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,778 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $3,935 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $692 |
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 | $64,350 | $99,957-35.6% | $149,696-57.0% | $73,488-12.4% |
| Participation rate | 74.3% | 75.7%-1.4pp | 82.5%-8.2pp | 70.7%+3.6pp |
| Annual return | 12.60% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,733 | $3,191-14.3% | $4,644-41.1% | $2,270+20.4% |
| Participant deferral / active EE | $4,993 | $6,073-17.8% | $6,842-27.0% | $3,740+33.5% |
| Admin fee / account holder | $142 | $551-74.2% | $9,309-98.5% | $513-72.4% |