Filed September 17, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,341 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC4 years Filed as: LUTZ CO Service code 10 13616 CALIFORNIA ST · OMAHA, NE 68154 | Accounting | $14,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,297 | $55,441+21.4% | $76,002-11.5% | $77,671-13.4% |
| Participation rate | 71.2% | 63.6%+7.5pp | 69.1%+2.1pp | 70.6%+0.6pp |
| Annual return | 15.85% | 17.08%-1.2pp | 360.07%-344.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $5,233 | $1,789+192.4% | $2,688+94.7% | $2,726+91.9% |
| Participant deferral / active EE | $8,914 | $3,451+158.3% | $4,257+109.4% | $4,648+91.8% |
| Admin fee / account holder | $218 | $407-46.4% | $6,414-96.6% | $430-49.3% |