Filed November 30, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,440 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,898 |
VALMARK ADVISERS INC1 year Service code 27 · EIN 31-1509466 | Advisory (Plan) | $18,836 |
Filed as: SVA CERITIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 39-1203191 | Accounting | $6,000 |
Filed as: SVA CERTIFIED PUBLIC Service code 10 · EIN 39-1203191 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,112 | $55,449+24.6% | $83,848-17.6% | $56,287+22.8% |
| Participation rate | 81.9% | 68.0%+13.9pp | 76.1%+5.8pp | 69.9%+12.1pp |
| Annual return | -5.39% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $552 | $2,430-77.3% | $3,631-84.8% | $2,111-73.9% |
| Participant deferral / active EE | $2,376 | $2,935-19.1% | $4,082-41.8% | $3,350-29.1% |
| Admin fee / account holder | $372 | $656-43.3% | $5,478-93.2% | $521-28.5% |