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 64 · EIN 71-0294708 | Recordkeeping Fees | $49,051 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $32,821 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,884 | $46,292+1.3% | $143,757-67.4% | $64,808-27.7% |
| Participation rate | 89.3% | 64.2%+25.1pp | 80.3%+9.0pp | 71.5%+17.9pp |
| Annual return | -17.76% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,607 | $1,910-15.8% | $4,951-67.5% | $2,506-35.9% |
| Participant deferral / active EE | $5,611 | $2,646+112.1% | $5,637-0.5% | $4,310+30.2% |
| Admin fee / account holder | $139 | $154-9.6% | $14,673-99.1% | $188-26.0% |