Filed January 14, 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 9-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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $424,251 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $61,058 |
IRA GROUP1+ years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $40,465 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $29,852 |
FOLEY & LARDNER LLP1+ years Filed as: FOLEY AND LARDNER Service code 29 · EIN 39-0473800 | Legal | $23,905 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,023 | $67,505-73.3% | $155,790-88.4% | $67,505-73.3% |
| Participation rate | 79.9% | 71.2%+8.7pp | 76.1%+3.8pp | 71.2%+8.7pp |
| Annual return | 0.36% | 6.52%-6.2pp | 71.54%-71.2pp | 6.52%-6.2pp |
| Employer contribution / active EE | $1,298 | $2,173-40.3% | $3,836-66.2% | $2,173-40.3% |
| Participant deferral / active EE | $2,400 | $3,597-33.3% | $4,797-50.0% | $3,597-33.3% |
| Admin fee / account holder | $78 | $56+39.8% | $7,478-99.0% | $56+39.8% |