Filed June 30, 2015
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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $94,228 |
EIDE BAILLY LLP8+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 200 EAST 10TH STREET, SUITE 500 · SIOUX FALLS, SD 571046375 | Accounting | $10,620 |
REDHAWK WEALTH ADVISORS5 years Filed as: REDHAWK WEALTH ADVISORS, INC. Service code 27 7700 FRANCE AVE S #430 · MPLS, MN 55435 | Advisory (Plan) | $6,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,168 | $130,194+16.1% | $169,993-11.1% | $71,457+111.6% |
| Participation rate | 99.6% | 86.1%+13.4pp | 87.0%+12.6pp | 67.9%+31.6pp |
| Annual return | 20.39% | 20.37%0pp | 53.37%-33.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $7,044 | $4,381+60.8% | $6,785+3.8% | $2,588+172.2% |
| Participant deferral / active EE | $6,060 | $6,923-12.5% | $10,408-41.8% | $4,289+41.3% |
| Admin fee / account holder | $481 | $966-50.2% | $12,815-96.3% | $1,587-69.7% |