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 INC2 years Filed as: T ROWE PRICE RPS,INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $29,596 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES5+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
OAKMARK4 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG5+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participant 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 | $53,075 | $73,404-27.7% | $87,100-39.1% | $67,579-21.5% |
| Participation rate | 86.5% | 80.9%+5.7pp | 76.9%+9.6pp | 71.3%+15.2pp |
| Annual return | 19.52% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.0pp |
| Employer contribution / active EE | $703 | $2,014-65.1% | $2,521-72.1% | $2,148-67.2% |
| Participant deferral / active EE | $1,704 | $3,913-56.4% | $4,049-57.9% | $3,539-51.9% |
| Admin fee / account holder | $27 | $142-81.1% | $7,497-99.6% | $142-81.2% |