Filed August 7, 2013 (most recent of 3 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 |
|---|---|---|
GREATBANC TRUST COMPANY9 years Service code 21 · EIN 36-3681493 | Bank Trustee | $42,898 |
FORVIS MAZARS, LLP1 year Filed as: FORVIZ MAZARS Service code 10 · EIN 44-0160260 | Accounting | $25,159 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,011 | $129,021-79.1% | $184,203-85.3% | $77,643-65.2% |
| Participation rate | 99.6% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 2.84% | 33.27%-30.4pp | 28.81%-26.0pp | 31.24%-28.4pp |
| Employer contribution / active EE | $1,749 | $4,413-60.4% | $6,427-72.8% | $2,726-35.8% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $68 | $254-73.4% | $13,901-99.5% | $430-84.3% |