Filed January 17, 2019 (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 |
|---|---|---|
UHY LLP2+ years Service code 10 15 SUNNEN DRIVE SUITE 108 · ST LOUIS, MO 63143 | Accounting | $10,668 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,400 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,664 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,817 | $69,305+16.6% | $82,313-1.8% | $69,631+16.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 17.97% | 21.47%-3.5pp | 25.88%-7.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,526 | $1,887+33.9% | $2,428+4.0% | $2,032+24.3% |
| Participant deferral / active EE | $4,531 | $3,568+27.0% | $3,706+22.3% | $3,224+40.6% |
| Admin fee / account holder | $69 | $97-28.7% | $5,608-98.8% | $110-37.3% |