Filed December 20, 2013 (most recent of 2 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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $32,500 |
EDUKATE, INC2 years Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $20,600 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $258 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 | Loan Processing | $0 |
UNUM LIFE INS. CO. OF AMERICA3+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $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 | $55,825 | $44,989+24.1% | $170,442-67.2% | $77,958-28.4% |
| Participation rate | 91.8% | 64.6%+27.2pp | 83.6%+8.2pp | 71.6%+20.2pp |
| Annual return | 21.12% | 19.61%+1.5pp | 205.93%-184.8pp | 20.87%+0.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,816 | $2,208+163.5% | $4,939+17.7% | $3,537+64.5% |
| Admin fee / account holder | $18 | $69-74.3% | $13,880-99.9% | $97-81.8% |