Filed October 7, 2016 (most recent of 4 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 |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,137,543 |
NFP RETIREMENT INC1 year Filed as: ACU-NFP RETIREMENT INC Service code 16 · EIN 33-0505143 | Consulting | $37,500 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $15,400 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,204 | $39,443-66.5% | $73,545-82.0% | $80,976-83.7% |
| Participation rate | 45.6% | 35.9%+9.7pp | 54.9%-9.4pp | 68.3%-22.7pp |
| Annual return | 17.73% | 18.39%-0.7pp | -15.16%+32.9pp | 22.91%-5.2pp |
| Employer contribution / active EE | $467 | $463+0.9% | $1,219-61.7% | $2,402-80.6% |
| Participant deferral / active EE | $537 | $1,131-52.5% | $1,806-70.2% | $3,848-86.0% |
| Admin fee / account holder | $73 | $72+1.2% | $2,320-96.9% | $67+8.3% |