Filed April 1, 2015
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 |
|---|---|---|
BLYTHE FINANCIAL GROUP1+ years Service code 51 1043 S 13TH ST · DECATUR, IN 46733 | Investment Mgmt Fees | $14,805 |
PROTPA1+ years Service code 15 111 PARK AVE EAST · MANSFIELD, OH 44902 | Recordkeeping | $11,816 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $1,480 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,275 | $46,745-39.5% | $60,547-53.3% | $52,331-46.0% |
| Participation rate | 80.2% | 58.6%+21.6pp | 68.0%+12.2pp | 68.1%+12.0pp |
| Annual return | -4.84% | 0.61%-5.4pp | 335.64%-340.5pp | 4.54%-9.4pp |
| Employer contribution / active EE | $1,500 | $1,259+19.1% | $2,419-38.0% | $1,882-20.3% |
| Participant deferral / active EE | $2,575 | $2,145+20.0% | $3,328-22.6% | $3,022-14.8% |
| Admin fee / account holder | $244 | $537-54.5% | $4,536-94.6% | $592-58.7% |