Filed December 16, 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 27 · EIN 47-1411118 | Advisory (Plan) | $47,647 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 49 · EIN 73-1554797 | Other Services | $10,335 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,252 | $71,142-30.8% | $119,609-58.8% | $64,808-24.0% |
| Participation rate | 84.0% | 78.6%+5.4pp | 79.3%+4.8pp | 71.5%+12.6pp |
| Annual return | -11.22% | -10.01%-1.2pp | -14.97%+3.7pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,267 | $2,497-49.3% | $4,232-70.1% | $2,506-49.4% |
| Participant deferral / active EE | $3,187 | $4,490-29.0% | $5,602-43.1% | $4,310-26.1% |
| Admin fee / account holder | $207 | $162+27.6% | $10,323-98.0% | $188+10.2% |