Filed December 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 |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 28 · EIN 58-2099805 | Investment Management | $132,688 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,732 |
Filed as: DERDERIAN, KANN, SEY FERTH & SALUCC Service code 49 · EIN 38-1944367 | Other Services | $24,000 |
Service code 13 · EIN 46-5761416 | Contract Administrator | $4,250 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $43 |
T R PAUL INC.1 year Filed as: PAUL A FOX Service code 53 2012 W 25TH ST STE 900 · CLEVELAND, OH 44113 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,105 | $80,354-46.4% | $133,980-67.8% | $63,975-32.6% |
| Participation rate | 86.1% | 87.5%-1.4pp | 87.1%-1.0pp | 71.1%+15.0pp |
| Annual return | 9.72% | 13.11%-3.4pp | 29.30%-19.6pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,179 | $3,503-66.3% | $5,211-77.4% | $2,182-45.9% |
| Participant deferral / active EE | $4,094 | $5,239-21.8% | $6,282-34.8% | $3,356+22.0% |
| Admin fee / account holder | $147 | $69+112.7% | $9,324-98.4% | $70+109.3% |