Filed September 4, 2015 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,666 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $33,341 |
POINT B, INC.1 year Service code 14 · EIN 26-3473011 | Plan Administrator | $30,863 |
MERCER1 year Filed as: MERCER US INC Service code 16 · EIN 13-2834414 | Consulting | $18,523 |
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 | $191,751 | $81,725+134.6% | $81,983+133.9% | $93,223+105.7% |
| Participation rate | 99.9% | 71.9%+28.0pp | 69.2%+30.7pp | 74.9%+25.0pp |
| Annual return | 12.66% | 20.25%-7.6pp | 41.31%-28.6pp | 19.29%-6.6pp |
| Employer contribution / active EE | $4,089 | $2,446+67.2% | $2,498+63.7% | $2,680+52.6% |
| Participant deferral / active EE | $6,519 | $3,747+74.0% | $3,722+75.1% | $4,563+42.9% |
| Admin fee / account holder | $52 | $92-43.0% | $5,664-99.1% | $79-33.7% |