Filed June 4, 2012 (most recent of 3 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 |
|---|---|---|
Filed as: CBIZ CPA'S PC Service code 10 · EIN 43-1947695 | Accounting | $114,301 |
NEPC, LLC10+ years Filed as: NEPC, LLC. Service code 16 · EIN 26-1429809 | Consulting | $53,494 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,806 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$73,326 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,471 | $66,457+272.4% | $81,382+204.1% | $77,643+218.7% |
| Participation rate | 94.1% | 68.7%+25.3pp | 69.5%+24.6pp | 70.6%+23.5pp |
| Annual return | 17.31% | 15.93%+1.4pp | 24.73%-7.4pp | 31.24%-13.9pp |
| Employer contribution / active EE | $10,955 | $2,159+407.3% | $2,463+344.8% | $2,726+301.9% |
| Participant deferral / active EE | $10,527 | $3,679+186.1% | $3,883+171.1% | $4,647+126.5% |
| Admin fee / account holder | $107 | $583-81.7% | $5,768-98.2% | $430-75.2% |