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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,781 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 13 1125 S 103RD STREET · OMAHA, NE 68124 | Contract Administrator | $15,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,870 | $39,819-57.6% | $67,834-75.1% | $57,658-70.7% |
| Participation rate | 52.8% | 61.2%-8.4pp | 68.8%-16.0pp | 70.2%-17.4pp |
| Annual return | 11.32% | 9.19%+2.1pp | 138.47%-127.2pp | 5.13%+6.2pp |
| Employer contribution / active EE | $488 | $1,277-61.7% | $2,403-79.7% | $1,974-75.3% |
| Participant deferral / active EE | $2,796 | $2,209+26.5% | $3,160-11.5% | $3,061-8.7% |
| Admin fee / account holder | $120 | $84+43.7% | $4,622-97.4% | $95+27.1% |