Filed January 3, 2014
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 6-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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC1+ years Filed as: HILLIARD LYONS Service code 28 · EIN 61-0734935 | Investment Management | $115,297 |
NYHART1+ years Service code 11 · EIN 35-0966414 | Actuarial | $41,820 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $9,992 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,553-100.0% | $83,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 77.9%-77.9pp | 15.7%-15.7pp |
| Annual return | -5.79% | -0.78%-5.0pp | -0.37%-5.4pp | -7.14%+1.4pp |
| Employer contribution / active EE | $2,985 | $11,650-74.4% | $27,460-89.1% | $14,613-79.6% |
| Participant deferral / active EE | $0 | $997-100.0% | $1,021-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,768-100.0% | $3,063-100.0% | $1,191-100.0% |