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 |
|---|---|---|
PROTPA2+ years Service code 15 111 PARK AVE EAST · MANSFIELD, OH 44902 | Recordkeeping | $12,826 |
BLYTHE FINANCIAL GROUP2+ years Service code 51 1043 S 13TH ST · DECATUR, IN 46733 | Investment Mgmt Fees | $8,217 |
Filed as: SHEPHERD FINANCIAL Service code 51 111 CONGRESSIONAL BLVD, SUITE 100 · CARMEL, IN 46032 | Investment Mgmt Fees | $5,791 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $1,787 |
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 | $36,166 | $44,425-18.6% | $67,834-46.7% | $55,167-34.4% |
| Participation rate | 74.3% | 59.7%+14.6pp | 68.8%+5.5pp | 69.0%+5.3pp |
| Annual return | 15.64% | 17.80%-2.2pp | 138.47%-122.8pp | 169.23%-153.6pp |
| Employer contribution / active EE | $1,477 | $1,351+9.3% | $2,403-38.6% | $1,963-24.7% |
| Participant deferral / active EE | $2,416 | $2,166+11.6% | $3,160-23.5% | $3,054-20.9% |
| Admin fee / account holder | $245 | $530-53.9% | $4,622-94.7% | $504-51.5% |