Filed August 11, 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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & CO., INC. Service code 99 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Fees | $49,153 |
Filed as: BERNARD ROBINOSN & COMPANY, LLP Service code 10 P.O. BOX 19608 · GREENSBORO, NC 27419 | Accounting | $8,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $212,774 | $84,233+152.6% | $170,442+24.8% | $70,131+203.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.69% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $9,155 | $3,387+170.3% | $5,433+68.5% | $2,342+290.8% |
| Participant deferral / active EE | $5,375 | $3,086+74.2% | $4,939+8.8% | $3,332+61.3% |
| Admin fee / account holder | $445 | $5,698-92.2% | $13,880-96.8% | $4,645-90.4% |