Filed January 31, 2014 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,239 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,824 | $70,587+15.9% | $124,672-34.4% | $85,850-4.7% |
| Participation rate | 87.4% | 64.4%+22.9pp | 74.6%+12.7pp | 69.3%+18.0pp |
| Annual return | 11.39% | 20688.83%-20677.4pp | 5142.93%-5131.5pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,666 | $1,913-12.9% | $3,324-49.9% | $2,565-35.0% |
| Participant deferral / active EE | $4,361 | $2,969+46.9% | $4,614-5.5% | $3,952+10.3% |
| Admin fee / account holder | $95 | $5,282-98.2% | $7,493-98.7% | $6,260-98.5% |