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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,626 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $71,027 |
THE LAMPO GROUP, INC.4 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $24,000 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $22,355 |
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 | $119,870 | $204,517-41.4% | $69,455+72.6% | $77,787+54.1% |
| Participation rate | 97.1% | 74.6%+22.5pp | 74.6%+22.5pp | 73.2%+23.9pp |
| Annual return | 18.77% | 22.10%-3.3pp | 28.97%-10.2pp | 32.57%-13.8pp |
| Employer contribution / active EE | $7,356 | $3,548+107.3% | $2,779+164.7% | $2,504+193.7% |
| Participant deferral / active EE | $5,878 | $3,478+69.0% | $3,535+66.3% | $3,967+48.2% |
| Admin fee / account holder | $108 | $101+7.5% | $3,839-97.2% | $100+8.0% |