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 | $175,976 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,093 |
NIXON PEABODY LLP2 years Filed as: NIXON PEABODY Service code 14 · EIN 16-0764720 | Plan Administrator | $7,353 |
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 | $62,050 | $44,989+37.9% | $170,442-63.6% | $77,958-20.4% |
| Participation rate | 89.2% | 64.6%+24.6pp | 83.6%+5.7pp | 71.6%+17.6pp |
| Annual return | 17.82% | 19.61%-1.8pp | 205.93%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,867 | $1,466+27.3% | $5,433-65.6% | $2,310-19.2% |
| Participant deferral / active EE | $3,459 | $2,208+56.7% | $4,939-30.0% | $3,537-2.2% |
| Admin fee / account holder | $58 | $69-16.1% | $13,880-99.6% | $97-40.6% |