Filed January 1, 2015 (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 |
|---|---|---|
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 1100 ABERNATHY ROAD NE., SUITE 400 · ATLANTA, GA 303285634 | Advisory (Plan) | $454,140 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2755549 | Advisory (Plan) | $332,892 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $190,593 |
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $175,743 |
US BANK7+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $168,685 |
AMERICAN FUNDS7+ years Filed as: LEE MUNDER CAPITAL GROUP LLC Service code 27 · EIN 27-0282607 | Advisory (Plan) | $86,373 |
Filed as: STEPHENS INVESTMENT MANAGEMENT GR Service code 27 · EIN 20-3456509 | Advisory (Plan) | $79,097 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 5.19% | 35.98%-30.8pp | 10.75%-5.6pp | 15.63%-10.4pp |
| Employer contribution / active EE | $6,579 | $8,396-21.6% | $35,162-81.3% | $11,476-42.7% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |