Filed August 23, 2018
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $187,974 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $28,270 |
Service code 25 601 CONGRESS ST 6TH FL · BOSTON, MA 02210 | Directed Trustee | $5,949 |
THE BANK OF NEW YORK MELLON4 years Service code 99 · EIN 13-5160382 | Other Fees | $5,136 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,175 | $82,783-59.9% | $133,956-75.2% | $90,288-63.3% |
| Participation rate | 97.5% | 81.3%+16.2pp | 79.8%+17.7pp | 73.4%+24.2pp |
| Annual return | 5.54% | 21.89%-16.4pp | 45.09%-39.5pp | 53.97%-48.4pp |
| Employer contribution / active EE | $3,324 | $2,388+39.2% | $3,919-15.2% | $2,524+31.7% |
| Participant deferral / active EE | $2,975 | $4,291-30.7% | $5,048-41.1% | $4,232-29.7% |
| Admin fee / account holder | $43 | $93-53.2% | $8,927-99.5% | $114-61.9% |