Filed May 22, 2019
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 |
|---|---|---|
PLANPILOT, LLC3 years Filed as: PLAN PILOT, LLC Service code 17 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Pension Consulting | $22,635 |
MAULDIN & JENKINS2 years Service code 10 · EIN 58-0692043 200 GALLERIA PARKWAY SE · ATLANTA, GA 303395946 | Accounting | $6,000 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $221 |
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 | $80,844 | $65,322+23.8% | $70,449+14.8% | $73,488+10.0% |
| Participation rate | 99.3% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.6pp |
| Annual return | 4.14% | 15.71%-11.6pp | 109.03%-104.9pp | 28.51%-24.4pp |
| Employer contribution / active EE | $2,030 | $2,460-17.5% | $2,737-25.8% | $2,270-10.6% |
| Participant deferral / active EE | $5,044 | $3,375+49.4% | $3,709+36.0% | $3,740+34.9% |
| Admin fee / account holder | $96 | $214-55.1% | $3,845-97.5% | $513-81.3% |