Filed November 27, 2013 (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 |
|---|---|---|
ASM1 year Service code 30 · EIN 95-3163341 | Direct payment from the plan; Employe... | $10,623 |
GATTO POPE1 year Service code 10 · EIN 33-0371564 | Accounting | $7,810 |
VANTAGE POINT2 years Service code 34 · EIN 20-2362387 | Direct payment from the plan; Valuati... | $6,850 |
Filed as: BUTTERFIELD Service code 29 · EIN 33-0829013 | Legal | $6,377 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,413 | $80,753-72.2% | $136,294-83.6% | $62,292-64.0% |
| Participation rate | 81.3% | 73.5%+7.8pp | 81.9%-0.6pp | 69.5%+11.8pp |
| Annual return | 82.48% | 35.83%+46.6pp | 5155.94%-5073.5pp | 28.90%+53.6pp |
| Employer contribution / active EE | $6,716 | $2,884+132.9% | $4,695+43.0% | $2,042+228.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $269 | $525-48.8% | $9,243-97.1% | $479-43.9% |