Filed March 31, 2017 (most recent of 5 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 |
|---|---|---|
DAVENPORT EVANS LAWYERS1+ years Service code 29 · EIN 46-0235678 | Legal | $8,306 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,200 |
Filed as: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,347 |
PARKLAND SECURITIES LLC1+ years Filed as: PARKLAND SECURITIES PROVIDER Service code 53 · EIN 74-3010408 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,728 | $46,732-23.5% | $156,549-77.2% | $55,167-35.2% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.2pp |
| Annual return | -1.48% | 17.72%-19.2pp | 32.23%-33.7pp | 169.23%-170.7pp |
| Employer contribution / active EE | $3,088 | $2,105+46.7% | $5,501-43.9% | $1,963+57.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $88 | $418-78.9% | $13,027-99.3% | $504-82.5% |