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 | $15,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,256 |
Service code 10 · EIN 13-4008324 | Accounting | $10,351 |
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 | $48,657 | $58,758-17.2% | $70,014-30.5% | $63,975-23.9% |
| Participation rate | 95.3% | 77.5%+17.8pp | 71.8%+23.5pp | 71.1%+24.2pp |
| Annual return | 6.98% | 18.05%-11.1pp | 12.99%-6.0pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,768 | $1,973-10.4% | $2,338-24.4% | $2,182-19.0% |
| Participant deferral / active EE | $3,013 | $2,912+3.5% | $2,931+2.8% | $3,356-10.2% |
| Admin fee / account holder | $37 | $71-48.4% | $4,380-99.2% | $70-48.0% |