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 MANAGEMENT9+ years Service code 15 · EIN 75-2275211 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Recordkeeping | $0 |
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 | $31,995 | $57,281-44.1% | $86,612-63.1% | $75,163-57.4% |
| Participation rate | 88.5% | 63.2%+25.3pp | 71.7%+16.8pp | 67.2%+21.3pp |
| Annual return | 19.82% | 2670.75%-2650.9pp | 591.07%-571.3pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,144 | $2,314-50.6% | $3,022-62.2% | $2,670-57.2% |
| Participant deferral / active EE | $3,265 | $3,318-1.6% | $4,438-26.4% | $4,125-20.9% |
| Admin fee / account holder | $4 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |