Filed October 21, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $325,922 |
KPMG LLP4 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $64,725 |
JONES DAY5+ years Service code 16 · EIN 34-0319085 | Consulting | $61,484 |
KILPATRICK TOWNSEND1 year Service code 16 · EIN 58-0511774 | Consulting | $21,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,578 | $92,153+144.8% | $76,817+193.7% | $82,204+174.4% |
| Participation rate | 99.9% | 79.4%+20.5pp | 72.1%+27.9pp | 73.4%+26.5pp |
| Annual return | 20.00% | 21.12%-1.1pp | 1166.11%-1146.1pp | 26.31%-6.3pp |
| Employer contribution / active EE | $7,666 | $3,043+151.9% | $2,302+233.0% | $2,707+183.2% |
| Participant deferral / active EE | $9,322 | $4,304+116.6% | $3,336+179.5% | $4,246+119.6% |
| Admin fee / account holder | $84 | $70+19.9% | $6,420-98.7% | $76+11.4% |