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 | $135,961+8.0% | $96,707+51.8% | $67,986+115.9% |
| Participation rate | 98.1% | 76.3%+21.9pp | 80.4%+17.8pp | 57.2%+40.9pp |
| Annual return | 20.55% | 31.14%-10.6pp | 34.78%-14.2pp | 31.67%-11.1pp |
| Employer contribution / active EE | $6,585 | $5,011+31.4% | $4,191+57.1% | $2,019+226.2% |
| Participant deferral / active EE | $10,546 | $7,360+43.3% | $5,997+75.9% | $3,358+214.1% |
| Admin fee / account holder | $11 | $2,370-99.5% | $7,503-99.9% | $3,203-99.7% |