Filed January 18, 2014
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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $8,400 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
AB FUNDS1+ years Filed as: FUNDS NATIXIS Service code 28 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1953397 | Investment Management | $0 |
INVESCO1+ years Service code 28 1295 RAND RD · DES PLAINE, IL 60016 | Investment Management | $0 |
LOOMIS SAYLES1+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE FUNDS Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,120 | $72,770-46.2% | $67,652-42.2% | $55,191-29.1% |
| Participation rate | 81.6% | 78.8%+2.8pp | 75.7%+5.9pp | 69.2%+12.4pp |
| Annual return | 2.66% | -3.26%+5.9pp | 6625.04%-6622.4pp | 10.78%-8.1pp |
| Employer contribution / active EE | $615 | $1,769-65.3% | $2,266-72.9% | $1,899-67.6% |
| Participant deferral / active EE | $1,582 | $3,408-53.6% | $3,560-55.6% | $3,046-48.1% |
| Admin fee / account holder | $21 | $79-72.9% | $4,821-99.6% | $91-76.5% |