Filed July 16, 2013
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 |
|---|---|---|
JEFFREY SLOCUM & ASSOCIATES1+ years Service code 16 · EIN 41-1567437 | Consulting | $58,800 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORTON Service code 16 · EIN 36-6055558 | Consulting | $33,750 |
OPPENHEIMER1+ years Service code 29 · EIN 41-0677208 | Legal | $13,629 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,202 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,847 | $54,320+151.9% | $67,652+102.3% | $52,331+161.5% |
| Participation rate | 97.8% | 73.6%+24.2pp | 75.7%+22.1pp | 68.1%+29.7pp |
| Annual return | -1.36% | 6.81%-8.2pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $8,296 | $1,544+437.4% | $2,266+266.2% | $1,882+340.9% |
| Participant deferral / active EE | $18,357 | $2,950+522.3% | $3,560+415.7% | $3,022+507.4% |
| Admin fee / account holder | $168 | $527-68.1% | $4,821-96.5% | $592-71.6% |