Filed November 20, 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 | Participant loan processing; Recordke... | $21,670 |
CARNEGIE INVESTMENT COUNSEL4 years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT Service code 27 · EIN 22-4766975 | Advisory (Plan) | $18,606 |
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 | $38,057 | $62,928-39.5% | $172,739-78.0% | $67,579-43.7% |
| Participation rate | 82.4% | 64.5%+18.0pp | 82.6%-0.2pp | 71.3%+11.2pp |
| Annual return | 26.51% | 30.36%-3.8pp | 802.84%-776.3pp | 378.56%-352.0pp |
| Employer contribution / active EE | $1,582 | $1,636-3.3% | $5,143-69.2% | $2,148-26.3% |
| Participant deferral / active EE | $5,243 | $2,145+144.4% | $5,198+0.9% | $3,539+48.1% |
| Admin fee / account holder | $122 | $167-26.7% | $13,954-99.1% | $142-14.2% |