Filed March 8, 2013
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 | Distribution (12b-1) fees; Sales load... | $766,745 |
JELLYVISION LAB, INC.3 years Filed as: JELLYVISIONS LAB, INC. Service code 16 · EIN 36-4442819 | Consulting | $25,093 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $23,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $22,500 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $22,470 |
SHERMAN & HOWARD1 year Filed as: TAFT STETTINIUS & HOLLISTER LAW LLP Service code 29 · EIN 31-0541755 | Legal | $13,367 |
Service code 33 · EIN 88-0967642 | Securities brokerage; Securities brok... | $6,180 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,447 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,155 | $59,339-3.7% | $149,673-61.8% | $103,482-44.8% |
| Participation rate | 98.3% | 70.2%+28.1pp | 78.8%+19.6pp | 73.3%+25.1pp |
| Annual return | 21.60% | 77.78%-56.2pp | 134.42%-112.8pp | 33.11%-11.5pp |
| Employer contribution / active EE | $2,221 | $2,178+2.0% | $4,818-53.9% | $3,208-30.8% |
| Participant deferral / active EE | $5,094 | $3,716+37.1% | $5,680-10.3% | $5,207-2.2% |
| Admin fee / account holder | $84 | $103-18.6% | $13,210-99.4% | $114-26.5% |