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 MANAGEMENT10+ years Service code 15 · EIN 75-2275211 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Recordkeeping | $165 |
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 | $31,830 | $60,323-47.2% | $81,812-61.1% | $74,495-57.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.79% | 16.90%+3.9pp | 773.79%-753.0pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $763 | $2,620-70.9% | $2,912-73.8% | $2,623-70.9% |
| Participant deferral / active EE | $2,728 | $3,387-19.5% | $4,319-36.8% | $4,346-37.2% |
| Admin fee / account holder | $1 | $1,486-99.9% | $7,386-100.0% | $1,942-99.9% |