Filed October 11, 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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $85,355 |
ADP BROKER-DEALER7 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,735 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $536 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $1 |
ADP BROKER-DEALER1 year Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,884 | $119,446-11.4% | $150,045-29.4% | $85,563+23.7% |
| Participation rate | 92.4% | 75.4%+17.0pp | 82.3%+10.1pp | 66.0%+26.4pp |
| Annual return | 16.98% | 23.72%-6.7pp | 62.55%-45.6pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,760 | $4,078-32.3% | $4,693-41.2% | $2,654+4.0% |
| Participant deferral / active EE | $7,510 | $7,985-5.9% | $7,997-6.1% | $4,375+71.7% |
| Admin fee / account holder | $257 | $548-53.1% | $13,435-98.1% | $834-69.2% |