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 | $115,566 |
EIDE BAILLY LLP9+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 200 EAST 10TH STREET, SUITE 500 · SIOUX FALLS, SD 571046375 | Accounting | $14,385 |
REDHAWK WEALTH ADVISORS6 years Filed as: REDHAWK WEALTH ADVISORS, INC. Service code 27 7700 FRANCE AVE S #430 · MPLS, MN 55435 | Advisory (Plan) | $7,553 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,888 | $122,239+37.3% | $184,203-8.9% | $74,495+125.4% |
| Participation rate | 97.6% | 85.5%+12.2pp | 86.8%+10.8pp | 67.2%+30.4pp |
| Annual return | 16.34% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $7,696 | $4,537+69.6% | $6,427+19.7% | $2,623+193.4% |
| Participant deferral / active EE | $7,592 | $7,139+6.3% | $9,131-16.9% | $4,346+74.7% |
| Admin fee / account holder | $561 | $1,260-55.4% | $13,901-96.0% | $1,942-71.1% |