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 year Filed as: T ROWE PRICE RPS,INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $8,200 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES4+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
OAKMARK3 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG4+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $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 | $39,697 | $65,118-39.0% | $76,768-48.3% | $55,725-28.8% |
| Participation rate | 87.6% | 79.6%+8.0pp | 77.0%+10.7pp | 70.9%+16.8pp |
| Annual return | -2.48% | -1.27%-1.2pp | 2.43%-4.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $709 | $1,941-63.5% | $2,485-71.5% | $2,078-65.9% |
| Participant deferral / active EE | $1,739 | $3,688-52.9% | $3,852-54.9% | $3,356-48.2% |
| Admin fee / account holder | $20 | $116-82.4% | $6,675-99.7% | $115-82.3% |