Filed July 22, 2013 (most recent of 2 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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $98,397 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $41,980 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,500 |
JPMS COX, PLLC2 years Service code 10 · EIN 20-1776739 | Accounting | $11,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,272 | $43,411+177.1% | $94,993+26.6% | $69,631+72.7% |
| Participation rate | 99.8% | 64.4%+35.4pp | 73.9%+25.9pp | 70.7%+29.1pp |
| Annual return | 14.93% | 22.54%-7.6pp | 27.12%-12.2pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $5,247 | $1,202+336.5% | $2,603+101.6% | $2,032+158.2% |
| Participant deferral / active EE | $3,941 | $2,384+65.3% | $3,317+18.8% | $3,224+22.2% |
| Admin fee / account holder | $369 | $87+322.5% | $4,960-92.6% | $110+234.0% |