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 |
|---|---|---|
NEPC, LLC2+ years Filed as: NEPC, LLC. Service code 10 · EIN 26-1429809 | Accounting | $49,493 |
Service code 10 · EIN 13-4008324 | Accounting | $36,699 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,043 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,800 | $50,106+244.9% | $70,014+146.8% | $57,658+199.7% |
| Participation rate | 98.3% | 70.9%+27.4pp | 71.8%+26.5pp | 70.2%+28.1pp |
| Annual return | 9.02% | 14.58%-5.6pp | 12.99%-4.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $8,171 | $1,739+369.8% | $2,338+249.4% | $1,974+314.0% |
| Participant deferral / active EE | $8,316 | $2,486+234.6% | $2,931+183.8% | $3,061+171.7% |
| Admin fee / account holder | $45 | $89-49.0% | $4,380-99.0% | $95-51.9% |