Filed November 8, 2016
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 |
|---|---|---|
BLUM SHAPIRO2 years Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $5,250 |
BRM FINANCIAL SERVICES INC1 year Service code 99 1440 N 16TH AVE · YAKIMA, WA 989021381 | Other Fees | $5,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,194 | $62,581-15.0% | $124,672-57.3% | $86,799-38.7% |
| Participation rate | 38.6% | 56.9%-18.3pp | 74.6%-36.0pp | 72.3%-33.7pp |
| Annual return | 10.02% | 26.67%-16.7pp | 5142.93%-5132.9pp | 97.91%-87.9pp |
| Employer contribution / active EE | $554 | $1,604-65.4% | $3,324-83.3% | $2,405-77.0% |
| Participant deferral / active EE | $935 | $2,725-65.7% | $4,614-79.7% | $4,131-77.4% |
| Admin fee / account holder | $74 | $170-56.3% | $7,493-99.0% | $170-56.3% |