Filed January 1, 2015 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $138,939 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 10 · EIN 16-0764720 | Accounting | $25,019 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,004 |
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 | $52,597 | $37,213+41.3% | $156,549-66.4% | $63,975-17.8% |
| Participation rate | 82.5% | 65.0%+17.5pp | 84.0%-1.6pp | 71.1%+11.3pp |
| Annual return | 8.46% | 47.89%-39.4pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,760 | $1,357+29.7% | $5,501-68.0% | $2,182-19.3% |
| Participant deferral / active EE | $3,115 | $2,070+50.5% | $4,871-36.1% | $3,356-7.2% |
| Admin fee / account holder | $50 | $56-11.3% | $13,027-99.6% | $70-29.1% |