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 |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $79,420 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $73,994 |
HOGANTAYLOR LLP3 years Filed as: HOGAN TAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $11,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $19 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $128,422 | $51,447+149.6% | $104,607+22.8% | $73,409+74.9% |
| Participation rate | 98.8% | 68.2%+30.6pp | 74.1%+24.7pp | 72.2%+26.6pp |
| Annual return | 10.84% | 25.06%-14.2pp | 340.46%-329.6pp | 59.29%-48.5pp |
| Employer contribution / active EE | $3,466 | $1,441+140.5% | $2,681+29.3% | $2,234+55.2% |
| Participant deferral / active EE | $4,761 | $3,058+55.7% | $3,740+27.3% | $3,805+25.1% |
| Admin fee / account holder | $304 | $122+149.5% | $6,473-95.3% | $158+92.7% |