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, LLC3 years Filed as: PLAN PILOT, LLC Service code 15 · EIN 45-4168388 | Recordkeeping | $11,484 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $679 |
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 | $47,172 | $70,083-32.7% | $59,878-21.2% | $55,725-15.3% |
| Participation rate | 99.4% | 78.4%+21.1pp | 74.7%+24.7pp | 70.9%+28.6pp |
| Annual return | -3.68% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,244 | $2,878-22.1% | $2,722-17.6% | $2,078+8.0% |
| Participant deferral / active EE | $2,807 | $3,079-8.8% | $3,402-17.5% | $3,356-16.4% |
| Admin fee / account holder | $21 | $70-69.8% | $3,590-99.4% | $115-81.6% |