Filed March 17, 2016 (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 |
|---|---|---|
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $12,212 |
WIDMER ROEL PC1 year Filed as: WIDMER ROEL Service code 34 · EIN 45-0334950 | Direct payment from the plan; Valuati... | $10,016 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 27 · EIN 20-4250161 | Advisory (Plan) | $9,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,824 | $102,553+41.2% | $151,611-4.5% | $66,914+116.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 14.31% | -10.82%+25.1pp | 3.33%+11.0pp | 1.58%+12.7pp |
| Employer contribution / active EE | $7,494 | $4,180+79.3% | $6,166+21.5% | $2,544+194.5% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $216 | $630-65.7% | $11,616-98.1% | $593-63.6% |