Filed December 2, 2016 (most recent of 2 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 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 |
|---|---|---|
HOBERT & SVOBODA, INC.1+ years Filed as: HOBERT & SVOBODA, IN Service code 27 · EIN 39-1406219 | Advisory (Plan) | $24,941 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,543 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,594 | $72,770+3.9% | $67,652+11.7% | $55,191+37.0% |
| Participation rate | 93.8% | 78.8%+15.0pp | 75.7%+18.1pp | 69.2%+24.6pp |
| Annual return | 0.29% | -3.26%+3.6pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,715 | $1,769-3.1% | $2,266-24.3% | $1,899-9.7% |
| Participant deferral / active EE | $5,604 | $3,408+64.4% | $3,560+57.4% | $3,046+84.0% |
| Admin fee / account holder | $61 | $79-22.1% | $4,821-98.7% | $91-32.4% |