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 13 · EIN 42-0127290 | Contract Administrator | $99,370 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539505 | Advisory (Plan) | $46,864 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 49 · EIN 73-1554797 | Other Services | $0 |
MORNINGSTAR4 years 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 | $63,356 | $108,549-41.6% | $156,263-59.5% | $85,563-26.0% |
| Participation rate | 87.9% | 77.1%+10.8pp | 78.9%+9.0pp | 66.0%+21.9pp |
| Annual return | 14.35% | 21.79%-7.4pp | 59.47%-45.1pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,379 | $2,690-48.7% | $4,333-68.2% | $2,654-48.0% |
| Participant deferral / active EE | $3,819 | $4,800-20.4% | $6,158-38.0% | $4,375-12.7% |
| Admin fee / account holder | $221 | $650-65.9% | $14,255-98.4% | $834-73.5% |