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 | $10,391 |
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 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY5 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 | $86,793 | $68,547+26.6% | $120,354-27.9% | $80,856+7.3% |
| Participation rate | 92.0% | 61.6%+30.4pp | 71.9%+20.1pp | 67.6%+24.4pp |
| Annual return | 12.23% | 23.60%-11.4pp | 107.15%-94.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,005 | $2,051-2.3% | $3,463-42.1% | $2,755-27.2% |
| Participant deferral / active EE | $6,150 | $3,173+93.8% | $4,991+23.2% | $4,296+43.2% |
| Admin fee / account holder | $94 | $5,732-98.4% | $9,423-99.0% | $6,918-98.6% |