Filed March 11, 2015 (most recent of 3 filings on file)
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 6-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 13 · EIN 04-1590850 | Contract Administrator | $91,862 |
Filed as: CANON FINANCIAL STRATEGISTS, INC. Service code 16 · EIN 58-2608124 | Consulting | $45,931 |
BENASSIST SOLUTIONS, LLC1 year Filed as: BENASSIST SOLUTIONS LLC Service code 11 · EIN 26-2377651 | Actuarial | $12,500 |
Service code 16 | Consulting | $10,489 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
CRM1 year Service code 52 · EIN 01-0513518 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-4161079 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
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 | $0 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 14.01% | 14.20%-0.2pp | 11.12%+2.9pp | 23.90%-9.9pp |
| Employer contribution / active EE | $37,575 | $28,371+32.4% | $22,651+65.9% | $16,539+127.2% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |