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 INC5 years Filed as: T ROWE PRICE RPS,INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,820 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
FEDERATED3 years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES5 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES8+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK7 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,293 | $72,254-30.4% | $86,677-42.0% | $64,808-22.4% |
| Participation rate | 81.5% | 80.4%+1.1pp | 76.6%+4.9pp | 71.5%+10.1pp |
| Annual return | -14.19% | 392.42%-406.6pp | 35.91%-50.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $753 | $2,393-68.5% | $2,836-73.5% | $2,506-70.0% |
| Participant deferral / active EE | $1,844 | $4,658-60.4% | $4,656-60.4% | $4,310-57.2% |
| Admin fee / account holder | $23 | $174-87.0% | $7,493-99.7% | $188-88.0% |