Filed March 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $69,393 |
Filed as: CANON FINANCIAL STRATEGISTS, INC. Service code 16 · EIN 58-2608124 | Consulting | $57,389 |
JLM ACTUARIAL, LLC1 year Filed as: JLM ACTUARIAL Service code 50 · EIN 82-3763658 | Direct Payment | $30,050 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM3 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
See 1 actuary disclosure with Solo.
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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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 18.58% | 18.06%+0.5pp | 13.45%+5.1pp | 16.32%+2.3pp |
| Employer contribution / active EE | $52,338 | $23,411+123.6% | $26,057+100.9% | $17,007+207.7% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |