Filed December 25, 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 |
|---|---|---|
YOUNT, HYDE & BARBOUR, P.C.7 years Filed as: YOUNT HYDE & BARBOUR, PC Service code 10 · EIN 54-1149263 | Accounting | $10,500 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,574 |
Annual investment return 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 | $74,356 | $71,142+4.5% | $119,609-37.8% | $64,808+14.7% |
| Participation rate | 84.5% | 78.6%+5.8pp | 79.3%+5.2pp | 71.5%+13.0pp |
| Annual return | -18.70% | -10.01%-8.7pp | -14.97%-3.7pp | 32.82%-51.5pp |
| Employer contribution / active EE | $2,985 | $2,497+19.5% | $4,232-29.5% | $2,506+19.1% |
| Participant deferral / active EE | $3,104 | $4,490-30.9% | $5,602-44.6% | $4,310-28.0% |
| Admin fee / account holder | $41 | $162-74.7% | $10,323-99.6% | $188-78.2% |