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 |
|---|---|---|
GATTO POPE5 years Service code 10 · EIN 33-0371564 | Accounting | $18,550 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $16,410 |
VPA2 years Filed as: VPA ADVISORS Service code 34 · EIN 20-2362387 | Valuation (appraisals, etc.); Direct ... | $7,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,334 | $105,181-32.2% | $159,436-55.3% | $85,850-16.9% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | -3.87% | 45.07%-48.9pp | 263.57%-267.4pp | 318.53%-322.4pp |
| Employer contribution / active EE | $4,845 | $3,318+46.0% | $4,829+0.3% | $2,565+88.9% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $385 | $6,933-94.5% | $10,799-96.4% | $6,260-93.9% |