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 INC3+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $8,700 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
AB FUNDS3+ years Filed as: FUNDS NATIXIS Service code 28 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
OAKMARK2 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE FUNDS Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC3+ years Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,046 | $69,305-36.4% | $82,313-46.5% | $69,631-36.7% |
| Participation rate | 82.1% | 80.3%+1.8pp | 76.9%+5.2pp | 70.7%+11.4pp |
| Annual return | 15.95% | 21.47%-5.5pp | 25.88%-9.9pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $641 | $1,887-66.0% | $2,428-73.6% | $2,032-68.4% |
| Participant deferral / active EE | $1,632 | $3,568-54.3% | $3,706-56.0% | $3,224-49.4% |
| Admin fee / account holder | $21 | $97-78.0% | $5,608-99.6% | $110-80.6% |