Filed June 14, 2016 (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 |
|---|---|---|
JOHNSON STERLING, INC.6+ years Service code 28 · EIN 63-0970725 | Investment Management | $375,084 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $362,019 |
THE WELCH GROUP6+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $12,521 |
Filed as: FIDELITY INV INS OPERATIONS INC Service code 37 · EIN 04-2647786 | Loan Processing | $125 |
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 | $178,210 | $56,095+217.7% | $178,490-0.2% | $90,288+97.4% |
| Participation rate | 82.6% | 65.6%+17.1pp | 81.9%+0.7pp | 73.4%+9.3pp |
| Annual return | 15.47% | 28.81%-13.3pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $7,486 | $1,572+376.1% | $5,011+49.4% | $2,524+196.6% |
| Participant deferral / active EE | $4,203 | $2,669+57.5% | $5,202-19.2% | $4,232-0.7% |
| Admin fee / account holder | $114 | $101+13.7% | $13,984-99.2% | $114+0.3% |