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 |
|---|---|---|
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $34,647 |
WILLIAMS MULLEN1 year Service code 29 · EIN 54-1246519 | Legal | $11,405 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,695 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $380,841 | $90,410+321.2% | $91,001+318.5% | $77,958+388.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 75.6%+19.4pp | 71.6%+23.3pp |
| Annual return | 6.22% | 21.34%-15.1pp | 4.60%+1.6pp | 20.87%-14.6pp |
| Employer contribution / active EE | $4,278 | $3,392+26.1% | $2,456+74.2% | $2,310+85.2% |
| Participant deferral / active EE | $10,984 | $4,816+128.1% | $3,547+209.6% | $3,537+210.6% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |