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.4+ years Filed as: FTB ADVISORS Service code 27 · EIN 62-1254528 | Advisory (Plan) | $68,061 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,478 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $11,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,688 | $80,005-47.9% | $140,016-70.2% | $55,725-25.2% |
| Participation rate | 88.1% | 87.0%+1.1pp | 87.5%+0.6pp | 70.9%+17.2pp |
| Annual return | -4.34% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,974 | $3,403-12.6% | $5,606-47.0% | $2,078+43.1% |
| Participant deferral / active EE | $4,458 | $5,264-15.3% | $6,927-35.6% | $3,356+32.9% |
| Admin fee / account holder | $321 | $116+177.3% | $10,705-97.0% | $115+178.5% |