Filed September 1, 2013
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 |
|---|---|---|
JOHN R WATERS & COMPANY2+ years Filed as: JOHN R. WATERS & COMPANY Service code 10 · EIN 36-3446407 225 W WASHINGTON ST · CHICAGO, IL 60606 | Accounting | $14,485 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 28 P.O. BOX 64284 · ST. PAUL, MN 55164 | Investment Management | $11,090 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $5,003 |
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.
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 | $32,779 | $60,165-45.5% | $74,183-55.8% | $55,167-40.6% |
| Participation rate | 93.6% | 74.2%+19.4pp | 76.6%+17.0pp | 69.0%+24.6pp |
| Annual return | 4.08% | 10.00%-5.9pp | 17.74%-13.7pp | 169.23%-165.1pp |
| Employer contribution / active EE | $391 | $1,600-75.5% | $2,370-83.5% | $1,963-80.1% |
| Participant deferral / active EE | $1,732 | $2,973-41.7% | $3,550-51.2% | $3,054-43.3% |
| Admin fee / account holder | $171 | $419-59.2% | $5,586-96.9% | $504-66.1% |