Filed January 12, 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 |
|---|---|---|
GUIDESTONE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 75-2275211 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Investment Management | $0 |
GUIDESTONE FINANCIAL RESOURCES8+ years Service code 27 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Advisory (Plan) | $0 |
GUIDESTONE FUNDS8+ years Service code 15 · EIN 75-2892499 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,059 | $47,722-49.6% | $82,719-70.9% | $64,808-62.9% |
| Participation rate | 18.4% | 67.6%-49.3pp | 72.6%-54.2pp | 71.5%-53.1pp |
| Annual return | -13.46% | -13.05%-0.4pp | 701.18%-714.6pp | 32.82%-46.3pp |
| Employer contribution / active EE | $281 | $2,179-87.1% | $3,009-90.7% | $2,506-88.8% |
| Participant deferral / active EE | $836 | $3,329-74.9% | $4,395-81.0% | $4,310-80.6% |
| Admin fee / account holder | $1 | $143-99.5% | $5,329-100.0% | $188-99.7% |