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, LLC3+ years Filed as: NEPC, LLC. Service code 16 · EIN 26-1429809 | Consulting | $29,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,097 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICE WATERHOUSE COO Service code 16 · EIN 13-4008324 | Consulting | $10,450 |
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 | $57,898 | $53,925+7.4% | $75,670-23.5% | $69,631-16.9% |
| Participation rate | 97.2% | 71.2%+26.0pp | 72.3%+24.9pp | 70.7%+26.5pp |
| Annual return | 17.65% | 17.84%-0.2pp | 27.34%-9.7pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,721 | $1,802-4.5% | $2,352-26.8% | $2,032-15.3% |
| Participant deferral / active EE | $3,375 | $2,569+31.4% | $3,142+7.4% | $3,224+4.7% |
| Admin fee / account holder | $60 | $97-38.6% | $5,800-99.0% | $110-46.0% |