Filed November 9, 2015 (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 |
|---|---|---|
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,724 |
CHERRY BEKAERT LLP3+ years Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $9,400 |
Filed as: FINANCIAL SECURITY ADVISORY INC. Service code 27 575 LYNNHAVEN PARKWAY, SUITE 310 · VIRGINIA BEACH, VA 23452 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $38,565 | $81,537-52.7% | $149,718-74.2% | $69,631-44.6% |
| Participation rate | 90.3% | 86.1%+4.1pp | 87.1%+3.2pp | 70.7%+19.6pp |
| Annual return | 20.09% | 22.79%-2.7pp | 1501.63%-1481.5pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,517 | $3,239-22.3% | $5,445-53.8% | $2,032+23.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $114 | $107+6.8% | $11,283-99.0% | $110+3.3% |