Filed October 1, 2014
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 |
|---|---|---|
HARRIS2+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $82,751 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $44,813 |
KEYSTONE WEALTH ADVISORS INC2+ years Filed as: KEYSTONE WEALTH ADVISORS, INC. Service code 27 33 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $43,086 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $36,300 |
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 | $150,701 | $56,629+166.1% | $77,999+93.2% | $55,167+173.2% |
| Participation rate | 91.6% | 73.3%+18.3pp | 75.5%+16.1pp | 69.0%+22.6pp |
| Annual return | 11.50% | 2866.98%-2855.5pp | 425.96%-414.5pp | 169.23%-157.7pp |
| Employer contribution / active EE | $6,887 | $1,723+299.7% | $2,470+178.8% | $1,963+250.9% |
| Participant deferral / active EE | $5,857 | $2,777+110.9% | $3,497+67.5% | $3,054+91.8% |
| Admin fee / account holder | $827 | $467+77.2% | $5,480-84.9% | $504+64.1% |