Filed August 29, 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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,413 |
AB FUNDS1 year Filed as: AM FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JPMORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES INVSMT Service code 28 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE MID Service code 28 · EIN 98-0141094 | Investment Management | $0 |
NUVEEN1 year Filed as: NUVEEN FUNDS Service code 28 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,680 | $68,573-59.6% | $120,368-77.0% | $80,874-65.8% |
| Participation rate | 90.4% | 61.6%+28.8pp | 71.9%+18.5pp | 67.6%+22.8pp |
| Annual return | 12.21% | 23.61%-11.4pp | 107.26%-95.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,608 | $2,052+27.1% | $3,465-24.7% | $2,756-5.4% |
| Participant deferral / active EE | $2,794 | $3,174-12.0% | $4,991-44.0% | $4,297-35.0% |
| Admin fee / account holder | $237 | $5,734-95.9% | $9,429-97.5% | $6,935-96.6% |