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 POPE6 years Service code 10 · EIN 33-0371564 | Accounting | $27,032 |
Filed as: PRUDENT Service code 20 · EIN 27-2818421 | Trustee (individual); Direct payment ... | $22,167 |
PFG5 years Service code 14 · EIN 42-0127290 | Plan Administrator | $14,472 |
VPA4 years Service code 34 · EIN 20-2362387 | Valuation (appraisals, etc.); Direct ... | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,899 | $82,664-28.7% | $125,339-53.0% | $68,494-14.0% |
| Participation rate | 94.2% | 75.0%+19.2pp | 82.4%+11.8pp | 67.9%+26.3pp |
| Annual return | -12.91% | -5.97%-6.9pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,668 | $3,381+38.1% | $4,814-3.0% | $2,596+79.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $630 | $6,275-90.0% | $10,010-93.7% | $5,403-88.3% |