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 49 · EIN 04-1590850 | Other Services | $157,458 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,039 | $90,629-32.7% | $91,989-33.6% | $82,204-25.7% |
| Participation rate | 74.4% | 84.5%-10.1pp | 78.6%-4.2pp | 73.4%+1.0pp |
| Annual return | 26.75% | 31.50%-4.7pp | 69.02%-42.3pp | 26.31%+0.4pp |
| Employer contribution / active EE | $1,814 | $3,242-44.0% | $3,452-47.4% | $2,707-33.0% |
| Participant deferral / active EE | $3,487 | $5,951-41.4% | $5,923-41.1% | $4,246-17.9% |
| Admin fee / account holder | $18 | $81-77.5% | $7,743-99.8% | $76-75.9% |