Filed January 29, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,286,334 |
MERCER2 years Filed as: MERCER HR SERVICES,LLC Service code 11 · EIN 20-1932099 | Actuarial | $57,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW & KRAUSE,LLP Service code 10 · EIN 39-0859910 | Accounting | $18,750 |
REED SMITH LLP1 year Service code 29 · EIN 25-0746930 | Legal | $5,501 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,558 | $143,889-14.8% | $189,513-35.3% | $106,520+15.1% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 71.3%+28.7pp |
| Annual return | 16.59% | 17.38%-0.8pp | 555.15%-538.6pp | 19.28%-2.7pp |
| Employer contribution / active EE | $6,839 | $4,416+54.9% | $6,162+11.0% | $2,840+140.8% |
| Participant deferral / active EE | $7,869 | $7,575+3.9% | $8,221-4.3% | $4,948+59.0% |
| Admin fee / account holder | $72 | $98-26.3% | $12,045-99.4% | $75-2.8% |