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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $204,410 |
CAPFINANCIAL PARTNERS LLC7 years Service code 28 · EIN 26-0058143 | Investment Management | $77,048 |
THE LAMPO GROUP, INC.7 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $38,669 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $16,538 |
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 | $126,692 | $98,780+28.3% | $60,874+108.1% | $77,904+62.6% |
| Participation rate | 93.1% | 76.7%+16.4pp | 73.1%+20.0pp | 73.7%+19.4pp |
| Annual return | -11.97% | -11.56%-0.4pp | 16.90%-28.9pp | 12.21%-24.2pp |
| Employer contribution / active EE | $4,103 | $3,605+13.8% | $2,701+51.9% | $2,848+44.1% |
| Participant deferral / active EE | $5,472 | $4,200+30.3% | $3,817+43.4% | $4,806+13.9% |
| Admin fee / account holder | $110 | $89+24.2% | $3,224-96.6% | $133-17.0% |