Filed April 18, 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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $248,692 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $94,801 |
Service code 10 · EIN 93-1238515 | Accounting | $56,250 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,197 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $76,140 | $53,565+42.1% | $172,739-55.9% | $82,204-7.4% |
| Participation rate | 89.9% | 69.6%+20.3pp | 82.6%+7.3pp | 73.4%+16.5pp |
| Annual return | 22.18% | 31.42%-9.2pp | 802.84%-780.7pp | 26.31%-4.1pp |
| Employer contribution / active EE | $3,318 | $1,857+78.7% | $5,143-35.5% | $2,707+22.6% |
| Participant deferral / active EE | $5,023 | $3,006+67.1% | $5,198-3.4% | $4,246+18.3% |
| Admin fee / account holder | $63 | $61+2.5% | $13,954-99.5% | $76-16.8% |