Filed February 27, 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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $252,184 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $72,627 |
JELLYVISION LAB, INC.1 year Filed as: JELLYVISION LAB INC. Service code 27 · EIN 36-4442819 | Advisory (Plan) | $19,750 |
Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,808 | $82,546-56.6% | $140,016-74.4% | $75,289-52.4% |
| Participation rate | 98.2% | 88.4%+9.8pp | 87.5%+10.7pp | 72.4%+25.8pp |
| Annual return | -5.79% | -0.36%-5.4pp | 651.12%-656.9pp | -0.04%-5.8pp |
| Employer contribution / active EE | $4,991 | $3,856+29.4% | $5,606-11.0% | $2,405+107.5% |
| Participant deferral / active EE | $5,379 | $5,731-6.2% | $6,927-22.4% | $3,739+43.9% |
| Admin fee / account holder | $135 | $86+56.9% | $10,705-98.7% | $102+31.5% |