Filed December 23, 2015
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 12 · EIN 13-3689044 | Investment management; Direct payment... | $55,657 |
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $40,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $16,000 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $9,662 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,436 | $67,166+51.0% | $57,343+76.9% | $55,191+83.8% |
| Participation rate | 89.7% | 77.7%+12.0pp | 75.1%+14.6pp | 69.2%+20.6pp |
| Annual return | 1.19% | 4.22%-3.0pp | 24.39%-23.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $4,751 | $2,812+69.0% | $2,689+76.7% | $1,899+150.2% |
| Participant deferral / active EE | $7,916 | $2,835+179.2% | $3,162+150.3% | $3,046+159.9% |
| Admin fee / account holder | $140 | $44+220.6% | $3,356-95.8% | $91+53.8% |