Filed August 9, 2017
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 |
|---|---|---|
PLANPILOT, LLC2 years Filed as: PLAN PILOT, LLC Service code 15 · EIN 45-4168388 | Recordkeeping | $10,740 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,998 | $74,552-32.9% | $62,995-20.6% | $69,631-28.2% |
| Participation rate | 98.9% | 78.3%+20.6pp | 74.8%+24.1pp | 70.7%+28.2pp |
| Annual return | 13.78% | 15.77%-2.0pp | 87.57%-73.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $2,054 | $2,929-29.9% | $2,759-25.5% | $2,032+1.1% |
| Participant deferral / active EE | $2,361 | $2,974-20.6% | $3,329-29.1% | $3,224-26.7% |
| Admin fee / account holder | $20 | $59-67.1% | $3,600-99.5% | $110-82.3% |