Filed May 8, 2019
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 7-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 |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC3 years Filed as: BURGESS CHAMBERS & ASSOCIATES, INC. Service code 27 · EIN 59-2878619 | Advisory (Plan) | $25,000 |
RICHMOND CAPITAL MANAGEMENT3 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $16,978 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $2,745 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 10.42% | 10.20%+0.2pp | 8.31%+2.1pp | 11.84%-1.4pp |
| Employer contribution / active EE | $18,981 | $17,545+8.2% | $21,002-9.6% | $17,339+9.5% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |