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 | $55,416+21.4% | $75,972-11.4% | $77,643-13.3% |
| Participation rate | 71.2% | 63.6%+7.6pp | 69.1%+2.1pp | 70.6%+0.6pp |
| Annual return | 15.85% | 17.07%-1.2pp | 359.55%-343.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $5,233 | $1,788+192.7% | $2,685+94.9% | $2,726+92.0% |
| Participant deferral / active EE | $8,914 | $3,447+158.6% | $4,255+109.5% | $4,647+91.8% |
| Admin fee / account holder | $218 | $414-47.3% | $6,467-96.6% | $430-49.3% |