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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $518,359 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $75,681 |
IRA GROUP2+ years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $40,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $32,735 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY AND LARDNER LLP Service code 29 · EIN 39-0473800 | Legal | $30,285 |
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 | $19,467 | $65,292-70.2% | $171,082-88.6% | $65,292-70.2% |
| Participation rate | 86.4% | 72.4%+13.9pp | 76.7%+9.7pp | 72.4%+13.9pp |
| Annual return | 11.15% | 11.84%-0.7pp | 32.56%-21.4pp | 11.84%-0.7pp |
| Employer contribution / active EE | $1,365 | $2,302-40.7% | $4,002-65.9% | $2,302-40.7% |
| Participant deferral / active EE | $2,482 | $3,579-30.7% | $4,797-48.3% | $3,579-30.7% |
| Admin fee / account holder | $79 | $57+38.5% | $8,520-99.1% | $57+38.5% |