Filed October 24, 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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,152 |
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $25,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,416 | $131,153+106.2% | $101,326+166.9% | $102,872+162.9% |
| Participation rate | 75.2% | 80.8%-5.6pp | 81.5%-6.3pp | 73.0%+2.2pp |
| Annual return | 13.67% | 23.05%-9.4pp | 36.82%-23.1pp | 19.06%-5.4pp |
| Employer contribution / active EE | $7,060 | $3,900+81.0% | $3,665+92.6% | $3,526+100.2% |
| Participant deferral / active EE | $8,639 | $10,801-20.0% | $7,994+8.1% | $5,535+56.1% |
| Admin fee / account holder | $72 | $140-48.7% | $11,185-99.4% | $292-75.5% |