Filed June 28, 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 |
|---|---|---|
FTB ADVISORS, INC.1+ years Filed as: FTB ADVISORS Service code 27 · EIN 62-1254528 | Advisory (Plan) | $39,914 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,443 |
ACUFF & ASSOCIATES, INC.1+ years Filed as: ACUFF & ASSOCIATES, INC Service code 15 · EIN 62-1477251 | Recordkeeping | $1,920 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,304 | $68,413-52.8% | $123,104-73.8% | $55,191-41.5% |
| Participation rate | 80.8% | 84.5%-3.8pp | 86.8%-6.0pp | 69.2%+11.6pp |
| Annual return | 0.18% | 6.30%-6.1pp | 13.22%-13.0pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,495 | $3,050-18.2% | $5,151-51.6% | $1,899+31.4% |
| Participant deferral / active EE | $3,466 | $4,490-22.8% | $6,230-44.4% | $3,046+13.8% |
| Admin fee / account holder | $270 | $88+207.0% | $9,015-97.0% | $91+196.9% |