Filed May 15, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $468,010 |
MMA SECURITIES LLC1 year Service code 16 · EIN 52-2189187 | Consulting | $27,000 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $23,100 |
BARNES & THORNBURG LLP7 years Service code 29 · EIN 35-0900596 | Legal | $5,964 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,084 | $112,623-4.9% | $106,213+0.8% | $199,593-46.3% |
| Participation rate | 98.3% | 86.2%+12.0pp | 75.3%+23.0pp | 72.0%+26.3pp |
| Annual return | 16.88% | 15.57%+1.3pp | 116.14%-99.3pp | 34.25%-17.4pp |
| Employer contribution / active EE | $4,135 | $4,575-9.6% | $3,171+30.4% | $3,034+36.3% |
| Participant deferral / active EE | $6,296 | $6,659-5.5% | $5,016+25.5% | $5,087+23.8% |
| Admin fee / account holder | $100 | $107-6.9% | $11,033-99.1% | $269-63.0% |