Filed April 2, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
CABLE HILL PARTNERS8 years Service code 27 · EIN 46-4959656 | Advisory (Plan) | $43,612 |
Service code 27 · EIN 93-1052371 | Advisory (Plan) | $24,038 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,784 | $142,424+3.1% | $100,534+46.0% | $74,304+97.5% |
| Participation rate | 98.1% | 79.6%+18.6pp | 80.6%+17.5pp | 60.3%+37.8pp |
| Annual return | 20.55% | 27.53%-7.0pp | 32.66%-12.1pp | 29.43%-8.9pp |
| Employer contribution / active EE | $6,585 | $5,555+18.5% | $4,346+51.5% | $2,241+193.8% |
| Participant deferral / active EE | $10,546 | $8,247+27.9% | $6,144+71.7% | $3,767+179.9% |
| Admin fee / account holder | $11 | $1,986-99.4% | $7,654-99.9% | $2,969-99.6% |