Filed August 13, 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 15 · EIN 13-3689044 | Recordkeeping | $142,945 |
OSAIC WEALTH INC2 years Service code 22 · EIN 93-0987232 | Insurance Broker | $74,072 |
LGE COMMUNITY CREDIT UNION5 years Service code 35 · EIN 58-6032554 | Employee (plan sponsor) | $12,474 |
DOERENMAYHEW1 year Service code 10 · EIN 38-2492570 | Accounting | $12,390 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $11,675 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,257 | $131,799-14.8% | $200,582-44.0% | $85,563+31.2% |
| Participation rate | 94.3% | 87.9%+6.4pp | 86.9%+7.5pp | 66.0%+28.4pp |
| Annual return | 13.64% | 21.59%-8.0pp | 42.33%-28.7pp | 31.51%-17.9pp |
| Employer contribution / active EE | $5,359 | $4,532+18.3% | $6,419-16.5% | $2,654+102.0% |
| Participant deferral / active EE | $6,088 | $7,702-21.0% | $9,331-34.8% | $4,375+39.2% |
| Admin fee / account holder | $444 | $235+88.9% | $16,305-97.3% | $834-46.8% |