Filed January 11, 2013
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 |
|---|---|---|
PRINCIPLED ADVISORS, INC.2 years Filed as: PRINCIPLED ADVISORS INC Service code 27 1110 S AVE · STATEN ISLAND, NY 10314 | Advisory (Plan) | $44,521 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 1700 BROADWAY · NEW YORK, NY 10006 | Accounting | $12,480 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $760 |
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 | $91,950 | $86,332+6.5% | $125,175-26.5% | $65,185+41.1% |
| Participation rate | 95.6% | 75.3%+20.3pp | 79.8%+15.8pp | 70.2%+25.4pp |
| Annual return | 20.84% | 27.43%-6.6pp | 43.79%-23.0pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,635 | $2,040-19.8% | $3,865-57.7% | $2,177-24.9% |
| Participant deferral / active EE | $7,098 | $3,537+100.7% | $4,937+43.8% | $3,514+102.0% |
| Admin fee / account holder | $223 | $609-63.3% | $9,702-97.7% | $847-73.6% |