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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $520,794 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $66,000 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,000 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $9,450 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,004 | $95,918-42.7% | $151,611-63.7% | $77,904-29.4% |
| Participation rate | 99.1% | 88.7%+10.4pp | 87.5%+11.6pp | 73.7%+25.4pp |
| Annual return | -17.34% | -5.50%-11.8pp | 3.33%-20.7pp | 12.21%-29.5pp |
| Employer contribution / active EE | $1,697 | $4,330-60.8% | $6,166-72.5% | $2,848-40.4% |
| Participant deferral / active EE | $7,029 | $7,508-6.4% | $8,363-16.0% | $4,806+46.3% |
| Admin fee / account holder | $115 | $93+23.3% | $11,616-99.0% | $133-13.2% |