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.3+ years Filed as: FTB ADVISORS Service code 27 · EIN 62-1254528 | Advisory (Plan) | $57,687 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,577 |
ACUFF & ASSOCIATES, INC.3+ years Filed as: ACUFF & ASSOCIATES, INC Service code 15 · EIN 62-1477251 | Recordkeeping | $4,822 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,786 | $81,537-53.7% | $149,718-74.8% | $69,631-45.7% |
| Participation rate | 85.2% | 86.1%-1.0pp | 87.1%-1.9pp | 70.7%+14.5pp |
| Annual return | 18.10% | 22.79%-4.7pp | 1501.63%-1483.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,640 | $3,239-18.5% | $5,445-51.5% | $2,032+29.9% |
| Participant deferral / active EE | $3,654 | $4,994-26.8% | $6,569-44.4% | $3,224+13.3% |
| Admin fee / account holder | $274 | $107+156.3% | $11,283-97.6% | $110+148.0% |