Filed March 23, 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 |
|---|---|---|
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,085 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN CENTURY6 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK7 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO8 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON7 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
PIMCO FUNDS8 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,527 | $54,193-23.4% | $93,654-55.7% | $77,671-46.5% |
| Participation rate | 31.0% | 63.9%-32.9pp | 68.7%-37.7pp | 70.6%-39.6pp |
| Annual return | -32.62% | 30.54%-63.2pp | 133.34%-166.0pp | 31.21%-63.8pp |
| Employer contribution / active EE | $1,027 | $1,168-12.1% | $2,421-57.6% | $2,726-62.3% |
| Participant deferral / active EE | $1,820 | $3,144-42.1% | $4,413-58.7% | $4,648-60.8% |
| Admin fee / account holder | $20 | $576-96.5% | $8,282-99.8% | $430-95.3% |