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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $255,012 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $36,579 |
THE LAMPO GROUP, INC.5 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $22,260 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $20,000 |
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 | $139,239 | $105,581+31.9% | $70,449+97.6% | $90,288+54.2% |
| Participation rate | 96.9% | 77.5%+19.4pp | 75.1%+21.8pp | 73.4%+23.5pp |
| Annual return | 13.29% | 14.78%-1.5pp | 109.03%-95.7pp | 53.97%-40.7pp |
| Employer contribution / active EE | $5,230 | $3,304+58.3% | $2,737+91.1% | $2,524+107.2% |
| Participant deferral / active EE | $6,448 | $3,813+69.1% | $3,709+73.9% | $4,232+52.4% |
| Admin fee / account holder | $108 | $68+60.5% | $3,845-97.2% | $114-5.0% |