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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,666 |
GATTO POPE3 years Service code 10 · EIN 33-0371564 | Accounting | $26,380 |
Filed as: PRUDENTIAL Service code 21 · EIN 22-3703799 | Bank Trustee | $10,000 |
VPA1 year Service code 34 · EIN 20-2362387 | Valuation (appraisals, etc.); Direct ... | $6,850 |
MUSICK, PEELER & GARRETT1 year Filed as: MUSICK PEELER AND GARRETT Service code 29 · EIN 95-1777575 | Legal | $5,936 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,368 | $89,355-47.0% | $141,162-66.4% | $72,985-35.1% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 19.34% | 111.85%-92.5pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $6,338 | $3,114+103.5% | $4,735+33.9% | $2,440+159.8% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $697 | $5,958-88.3% | $10,261-93.2% | $5,124-86.4% |