Filed December 30, 2014 (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 |
|---|---|---|
KEITER2+ years Filed as: KEITER,STEPHENS,GARY,HURST &SHREAVE Service code 10 · EIN 54-1631262 | Accounting | $17,044 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $12,097 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,453 | $82,279+363.6% | $77,999+389.0% | $63,975+496.3% |
| Participation rate | 95.3% | 84.7%+10.6pp | 75.5%+19.7pp | 71.1%+24.1pp |
| Annual return | 10.73% | 11.20%-0.5pp | 425.96%-415.2pp | 48.65%-37.9pp |
| Employer contribution / active EE | $4,181 | $3,297+26.8% | $2,470+69.3% | $2,182+91.6% |
| Participant deferral / active EE | $10,166 | $4,538+124.0% | $3,497+190.7% | $3,356+202.9% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |