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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $297,691 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $75,970 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,500 |
BKD, LLP1 year Service code 27 · EIN 44-0160260 | Advisory (Plan) | $13,639 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,326 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $45,016 | $95,776-53.0% | $162,163-72.2% | $77,787-42.1% |
| Participation rate | 97.6% | 88.6%+8.9pp | 87.6%+10.0pp | 73.2%+24.4pp |
| Annual return | 27.48% | 37.03%-9.5pp | 115.59%-88.1pp | 32.57%-5.1pp |
| Employer contribution / active EE | $4,808 | $3,874+24.1% | $5,614-14.3% | $2,504+92.0% |
| Participant deferral / active EE | $5,379 | $6,125-12.2% | $7,298-26.3% | $3,967+35.6% |
| Admin fee / account holder | $127 | $88+45.2% | $10,843-98.8% | $100+27.3% |