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 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 |
|---|---|---|
SIDERS JAMES W2 years Service code 99 138 WATTS BLEVINS RD · JACKSON, OH 45640 | Other Fees | $30,788 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,076 |
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 | $59,323 | $60,795-2.4% | $69,455-14.6% | $65,185-9.0% |
| Participation rate | 84.6% | 74.9%+9.7pp | 74.6%+10.0pp | 70.2%+14.4pp |
| Annual return | 28.00% | 17.46%+10.5pp | 28.97%-1.0pp | 29.38%-1.4pp |
| Employer contribution / active EE | $856 | $2,452-65.1% | $2,779-69.2% | $2,177-60.7% |
| Participant deferral / active EE | $2,465 | $3,162-22.0% | $3,535-30.3% | $3,514-29.9% |
| Admin fee / account holder | $27 | $314-91.4% | $3,839-99.3% | $847-96.8% |