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 | $115,174 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $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 | $69,918 | $103,430-32.4% | $100,516-30.4% | $93,223-25.0% |
| Participation rate | 74.6% | 84.3%-9.6pp | 79.4%-4.8pp | 74.9%-0.3pp |
| Annual return | 15.38% | 24.60%-9.2pp | 30.89%-15.5pp | 19.29%-3.9pp |
| Employer contribution / active EE | $1,823 | $3,129-41.7% | $3,418-46.7% | $2,680-32.0% |
| Participant deferral / active EE | $4,031 | $6,375-36.8% | $6,270-35.7% | $4,563-11.7% |
| Admin fee / account holder | $13 | $85-84.6% | $8,081-99.8% | $79-83.6% |