Filed April 23, 2014
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 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $10,218 |
MY BENEFITS, LLC3 years Filed as: MY BENEFITS LLC Service code 99 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Other Fees | $6,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,735 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $2,782 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $521 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1215 4TH AVENUE 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $28,204 | $62,267-54.7% | $110,238-74.4% | $55,725-49.4% |
| Participation rate | 71.7% | 78.1%-6.5pp | 79.8%-8.2pp | 70.9%+0.8pp |
| Annual return | -2.47% | -1.07%-1.4pp | 314.74%-317.2pp | 244.93%-247.4pp |
| Employer contribution / active EE | $972 | $1,941-49.9% | $3,826-74.6% | $2,078-53.2% |
| Participant deferral / active EE | $2,745 | $3,516-21.9% | $4,672-41.2% | $3,356-18.2% |
| Admin fee / account holder | $7 | $121-94.2% | $8,547-99.9% | $115-93.9% |