Filed February 20, 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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: TAX SHELTERED COMPENSATION Service code 49 · EIN 41-0955056 7365 N KIRKWOOD CT · MAPLE GROVE, MN 55369 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,195 | $44,960+2.7% | $84,966-45.6% | $74,495-38.0% |
| Participation rate | 90.9% | 49.4%+41.5pp | 67.5%+23.4pp | 67.2%+23.7pp |
| Annual return | 23.01% | 26.24%-3.2pp | 66.38%-43.4pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,982 | $1,457+104.7% | $2,727+9.4% | $2,623+13.7% |
| Participant deferral / active EE | $5,067 | $2,731+85.5% | $4,519+12.1% | $4,346+16.6% |
| Admin fee / account holder | $66 | $2,209-97.0% | $6,149-98.9% | $1,942-96.6% |