Filed December 5, 2012 (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 |
|---|---|---|
WOODTRUST BANK1+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $30,656 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 49 · EIN 06-1271230 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,173 | $70,002-59.8% | $115,037-75.5% | $52,331-46.2% |
| Participation rate | 97.1% | 72.1%+25.0pp | 81.4%+15.7pp | 68.1%+29.0pp |
| Annual return | -0.82% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,885 | $2,715+6.3% | $4,608-37.4% | $1,882+53.3% |
| Participant deferral / active EE | $2,407 | $4,920-51.1% | $6,026-60.1% | $3,022-20.4% |
| Admin fee / account holder | $243 | $566-57.2% | $8,175-97.0% | $592-59.0% |