Filed October 11, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $34,617 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 39-1777365 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-2527171 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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 | $199,954 | $64,909+208.1% | $82,313+142.9% | $62,292+221.0% |
| Participation rate | 99.1% | 74.9%+24.3pp | 76.9%+22.3pp | 69.5%+29.6pp |
| Annual return | 15.02% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $5,338 | $1,676+218.5% | $2,428+119.8% | $2,042+161.4% |
| Participant deferral / active EE | $7,397 | $3,103+138.3% | $3,706+99.6% | $3,169+133.4% |
| Admin fee / account holder | $247 | $440-43.8% | $5,608-95.6% | $479-48.4% |