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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HARRIS3+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $84,913 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $66,392 |
KEYSTONE WEALTH ADVISORS INC3+ years Filed as: KEYSTONE WEALTH ADVISORS, INC. Service code 27 33 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $53,661 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $45,137 |
Service code 13 · EIN 41-1447816 121 S 8TH STREET, SUITE 160 · MINNEAPOLIS, MN 55402 | Contract Administrator | $11,372 |
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 | $160,607 | $63,299+153.7% | $91,001+76.5% | $62,292+157.8% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 18.99% | 20.99%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $6,606 | $1,807+265.6% | $2,456+169.0% | $2,042+223.5% |
| Participant deferral / active EE | $6,017 | $2,943+104.5% | $3,547+69.6% | $3,169+89.9% |
| Admin fee / account holder | $945 | $468+102.0% | $5,417-82.6% | $479+97.1% |