Filed February 26, 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 53 · EIN 74-2794194 | Insurance Commissions | $6 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: FIDELITY ADVISER Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: MORGAN STANLEY Service code 52 · EIN 36-3145972 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,143 | $52,293-36.6% | $178,490-81.4% | $73,409-54.9% |
| Participation rate | 28.4% | 65.3%-37.0pp | 81.9%-53.6pp | 72.2%-43.8pp |
| Annual return | 10.28% | 34.75%-24.5pp | 151.07%-140.8pp | 59.29%-49.0pp |
| Employer contribution / active EE | $796 | $1,735-54.1% | $5,011-84.1% | $2,234-64.4% |
| Participant deferral / active EE | $1,013 | $2,332-56.5% | $5,202-80.5% | $3,805-73.4% |
| Admin fee / account holder | $47 | $127-63.1% | $13,984-99.7% | $158-70.3% |