Filed February 25, 2009
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 |
|---|---|---|
MARCADO ASSET MANAGEMENT LLC5 years Service code 27 4940 BROADWAY ST STE 120 · SAN ANTONIO, TX 78209 | Advisory (Plan) | $20,400 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,649 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,035 | $82,917+50.8% | $103,333+21.0% | $77,643+61.0% |
| Participation rate | 37.4% | 71.6%-34.1pp | 74.5%-37.1pp | 70.6%-33.1pp |
| Annual return | 5.37% | 19.13%-13.8pp | 24.88%-19.5pp | 31.24%-25.9pp |
| Employer contribution / active EE | $2,227 | $3,552-37.3% | $3,868-42.4% | $2,726-18.3% |
| Participant deferral / active EE | $3,047 | $4,108-25.8% | $5,057-39.8% | $4,647-34.4% |
| Admin fee / account holder | $53 | $638-91.7% | $8,355-99.4% | $430-87.7% |