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, LLC1+ years Filed as: NEPC, LLC. Service code 10 · EIN 26-1429809 | Accounting | $38,340 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICE WATERHOUSE COO Service code 10 · EIN 13-4008324 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,214 |
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 | $44,722 | $54,890-18.5% | $63,517-29.6% | $59,188-24.4% |
| Participation rate | 89.7% | 75.6%+14.1pp | 71.0%+18.7pp | 69.4%+20.3pp |
| Annual return | 0.29% | 4.56%-4.3pp | -70.30%+70.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,634 | $1,831-10.8% | $2,322-29.6% | $2,098-22.1% |
| Participant deferral / active EE | $2,711 | $2,803-3.3% | $2,953-8.2% | $3,265-17.0% |
| Admin fee / account holder | $65 | $66-1.2% | $5,892-98.9% | $92-29.2% |