Filed March 17, 2017 (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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $155,181 |
CAPFINANCIAL PARTNERS LLC9 years Service code 28 · EIN 26-0058143 | Investment Management | $82,340 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $27,825 |
THE LAMPO GROUP, INC.9 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $21,412 |
Service code 50 · EIN 04-2647786 | Direct Payment | $168 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $153,054 | $72,400+111.4% | $67,502+126.7% | $145,922+4.9% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 12.04% | 7182.46%-7170.4pp | 3512.12%-3500.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $123,595 | $3,069+3926.9% | $2,731+4425.8% | $4,660+2552.5% |
| Participant deferral / active EE | $196,645 | $4,783+4011.4% | $4,000+4816.3% | $6,688+2840.4% |
| Admin fee / account holder | $112 | $5,539-98.0% | $3,998-97.2% | $13,397-99.2% |