Filed February 14, 2019
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $120,941 |
401K ADVISORS INC3 years Filed as: 401K ADVISORS, INC. Service code 15 · EIN 33-0905143 | Recordkeeping | $56,250 |
CARR, RIGGS & INGRAM, LLC4 years Filed as: CARR, RIGGS, INGRAM Service code 15 · EIN 72-1396621 | Recordkeeping | $39,486 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $21,327 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $10,249 |
KEVIN J. DRISCOLL1 year Filed as: KEVIN OBOYLE Service code 56 BT AMERICAS HOLDINGS INC · DALLAS, TX 75019 | Non-monetary compensation | $0 |
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 | $221,759 | $86,338+156.8% | $91,989+141.1% | $77,787+185.1% |
| Participation rate | 99.2% | 82.9%+16.3pp | 78.6%+20.6pp | 73.2%+26.0pp |
| Annual return | 22.45% | 29.65%-7.2pp | 69.02%-46.6pp | 32.57%-10.1pp |
| Employer contribution / active EE | $5,098 | $2,988+70.6% | $3,452+47.7% | $2,504+103.5% |
| Participant deferral / active EE | $12,175 | $6,908+76.2% | $5,923+105.6% | $3,967+206.9% |
| Admin fee / account holder | $85 | $79+7.7% | $7,743-98.9% | $100-14.6% |