Filed January 11, 2013
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 |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX INC DBA SOUTHEASTERN EMPLOY Service code 13 · EIN 20-5923747 | Contract Administrator | $19,881 |
Filed as: FIDUCIARY BENEFITS Service code 27 · EIN 87-3709842 | Advisory (Plan) | $13,133 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,641 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,715 | $91,762-3.3% | $67,502+31.4% | $77,643+14.3% |
| Participation rate | 70.9% | 75.9%-5.0pp | 72.9%-2.0pp | 70.6%+0.3pp |
| Annual return | 9.20% | 14.87%-5.7pp | 3512.12%-3502.9pp | 31.24%-22.0pp |
| Employer contribution / active EE | $1,399 | $3,181-56.0% | $2,731-48.8% | $2,726-48.7% |
| Participant deferral / active EE | $1,874 | $3,903-52.0% | $4,000-53.2% | $4,647-59.7% |
| Admin fee / account holder | $85 | $176-51.8% | $3,998-97.9% | $430-80.3% |