Filed February 21, 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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $71,900 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PR Service code 25 · EIN 66-0795542 | Directed Trustee | $34,137 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $15,400 |
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 | $37,420 | $73,404-49.0% | $87,100-57.0% | $67,579-44.6% |
| Participation rate | 99.8% | 80.9%+19.0pp | 76.9%+23.0pp | 71.3%+28.5pp |
| Annual return | 21.17% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,419 | $2,014+20.1% | $2,521-4.1% | $2,148+12.6% |
| Participant deferral / active EE | $2,804 | $3,913-28.3% | $4,049-30.8% | $3,539-20.8% |
| Admin fee / account holder | $203 | $142+43.2% | $7,497-97.3% | $142+42.5% |