Filed July 1, 2013 (most recent of 6 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 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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.1+ years Service code 28 PO BOX 7248 · COLUMBIA, SC 29202 | Investment Management | $8,428 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 PO BOX 1091 · CHARLOTTE, NC 282543489 | Investment Management | $190 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 6805 MORRISON BLVD · CHARLOTTE, NC 28211 | Investment Management | $115 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,553 | $75,760-66.3% | $123,104-79.2% | $59,188-56.8% |
| Participation rate | 92.2% | 86.0%+6.1pp | 86.8%+5.4pp | 69.4%+22.7pp |
| Annual return | 0.94% | 2.93%-2.0pp | 13.22%-12.3pp | 5.51%-4.6pp |
| Employer contribution / active EE | $1,951 | $3,415-42.9% | $5,151-62.1% | $2,098-7.0% |
| Participant deferral / active EE | $1,051 | $5,000-79.0% | $6,230-83.1% | $3,265-67.8% |
| Admin fee / account holder | $3 | $61-94.8% | $9,015-100.0% | $92-96.6% |