Filed April 5, 2016 (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 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 |
|---|---|---|
THE WAGNER LAW GROUP1 year Service code 22 · EIN 04-3323315 | Insurance Broker | $48,966 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 20 · EIN 04-3831795 | Trustee (individual) | $26,350 |
Service code 20 · EIN 41-1567437 | Trustee (individual) | $13,175 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$116,462 |
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 | $48,373 | $53,684-9.9% | $170,442-71.6% | $80,976-40.3% |
| Participation rate | 78.5% | 69.2%+9.3pp | 83.6%-5.1pp | 68.3%+10.3pp |
| Annual return | 22.28% | 25.97%-3.7pp | 205.93%-183.6pp | 22.91%-0.6pp |
| Employer contribution / active EE | $536 | $1,642-67.4% | $5,433-90.1% | $2,402-77.7% |
| Participant deferral / active EE | $2,920 | $3,017-3.2% | $4,939-40.9% | $3,848-24.1% |
| Admin fee / account holder | $21 | $46-55.2% | $13,880-99.9% | $67-69.2% |