Filed September 3, 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $177,041 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,584 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $57,475 | $164,864-65.1% | $453,369-87.3% | $93,030-38.2% |
| Participation rate | 95.1% | 84.2%+10.9pp | 78.0%+17.1pp | 73.9%+21.2pp |
| Annual return | 19.25% | 17.89%+1.4pp | 64.40%-45.1pp | 158.70%-139.5pp |
| Employer contribution / active EE | $3,037 | $3,519-13.7% | $4,070-25.4% | $2,706+12.3% |
| Participant deferral / active EE | $4,106 | $5,690-27.8% | $6,209-33.9% | $4,562-10.0% |
| Admin fee / account holder | $109 | $104+4.6% | $11,209-99.0% | $152-28.2% |