Filed January 13, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $71,058 |
AMERICAN CENTURY9 years Filed as: AMERICAN CENTURY INVESTMENT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BAIRD INSURANCE SERVICES INC6 years Filed as: BAIRD Service code 28 615 E. MICHIGAN ST · MILWAUKEE, WI 53202 | Investment Management | $0 |
COLUMBIA10+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE ASSET Service code 28 · EIN 59-3171014 | Investment Management | $0 |
EAGLEASSET7 years Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON10+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO10+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,411 | $58,926+61.9% | $97,226-1.9% | $74,495+28.1% |
| Participation rate | 87.1% | 63.5%+23.6pp | 72.7%+14.5pp | 67.2%+19.9pp |
| Annual return | 13.13% | 16.04%-2.9pp | 75.13%-62.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,257 | $1,894-33.6% | $2,729-53.9% | $2,623-52.1% |
| Participant deferral / active EE | $8,531 | $3,664+132.8% | $4,264+100.1% | $4,346+96.3% |
| Admin fee / account holder | $265 | $1,974-86.6% | $5,654-95.3% | $1,942-86.3% |