Filed December 21, 2016
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 |
|---|---|---|
RETIREMENT, LLC1+ years Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Contract Administrator | $7,808 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $544 |
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 | $35,441 | $46,360-23.6% | $147,614-76.0% | $52,331-32.3% |
| Participation rate | 70.4% | 64.9%+5.4pp | 84.6%-14.3pp | 68.1%+2.3pp |
| Annual return | -0.96% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $817 | $2,126-61.6% | $5,564-85.3% | $1,882-56.6% |
| Participant deferral / active EE | $1,789 | $2,258-20.7% | $4,895-63.4% | $3,022-40.8% |
| Admin fee / account holder | $64 | $766-91.7% | $11,611-99.5% | $592-89.2% |