Filed January 21, 2015 (most recent of 3 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $42,079 |
GAS SOUTH LLC1+ years Filed as: GAS SOUTH, LLC Service code 27 · EIN 20-3608242 | Advisory (Plan) | $14,438 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,803 | $91,051-37.6% | $88,497-35.8% | $55,167+3.0% |
| Participation rate | 85.0% | 79.5%+5.5pp | 82.4%+2.6pp | 69.0%+16.0pp |
| Annual return | 8.82% | 9.63%-0.8pp | 7.63%+1.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $3,430-100.0% | $4,036-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,825 | $4,954-22.8% | $4,899-21.9% | $3,054+25.2% |
| Admin fee / account holder | $197 | $539-63.5% | $6,220-96.8% | $504-61.0% |