Filed April 21, 2014 (most recent of 4 filings on file)
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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $174,033 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,739 | $177,276-73.6% | $90,160-48.2% | $177,276-73.6% |
| Participation rate | 92.3% | 74.8%+17.4pp | 76.9%+15.4pp | 74.8%+17.4pp |
| Annual return | 18.34% | 21.25%-2.9pp | 34.88%-16.5pp | 21.25%-2.9pp |
| Employer contribution / active EE | $826 | $2,479-66.7% | $3,318-75.1% | $2,479-66.7% |
| Participant deferral / active EE | $3,426 | $3,881-11.7% | $5,288-35.2% | $3,881-11.7% |
| Admin fee / account holder | $20 | $154-87.2% | $5,943-99.7% | $154-87.2% |