Filed May 27, 2012
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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,778 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARDING LOEVNER LP1 year Filed as: HARDING LOEVNER FUNDS Service code 28 400 CROSSING BLVD · BRIDGEWATER TOWNSHIP, NJ 08807 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,314 | $52,953-48.4% | $172,739-84.2% | $65,185-58.1% |
| Participation rate | 86.7% | 66.2%+20.6pp | 82.6%+4.1pp | 70.2%+16.5pp |
| Annual return | 22.73% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $588 | $2,190-73.1% | $5,143-88.6% | $2,177-73.0% |
| Participant deferral / active EE | $2,598 | $2,471+5.2% | $5,198-50.0% | $3,514-26.1% |
| Admin fee / account holder | $18 | $472-96.1% | $13,954-99.9% | $847-97.8% |