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 LLP4 years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $29,719 |
Service code 16 · EIN 36-4799908 | Consulting | $24,936 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $19,017 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ Service code 10 · EIN 45-0310328 | Accounting | $12,075 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY Service code 10 · EIN 20-4250161 | Accounting | $9,843 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,136 | $132,049+60.6% | $200,582+5.8% | $74,304+185.5% |
| Participation rate | 90.7% | 84.1%+6.6pp | 86.9%+3.8pp | 60.3%+30.4pp |
| Annual return | 21.65% | 22.22%-0.6pp | 42.33%-20.7pp | 29.43%-7.8pp |
| Employer contribution / active EE | $8,214 | $4,558+80.2% | $6,419+28.0% | $2,241+266.5% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $372 | $2,405-84.5% | $16,305-97.7% | $2,969-87.5% |