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, LLC4+ years Filed as: NEPC, LLC. Service code 16 · EIN 26-1429809 | Consulting | $16,191 |
Filed as: PRICEWATERHOUSECOOPERS LLC Service code 16 · EIN 13-4008324 | Consulting | $10,065 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 22-2232264 | Consulting | $9,280 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42 |
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 | $56,335 | $48,261+16.7% | $68,793-18.1% | $55,725+1.1% |
| Participation rate | 97.2% | 71.0%+26.1pp | 72.2%+24.9pp | 70.9%+26.3pp |
| Annual return | -3.99% | -2.61%-1.4pp | -4.63%+0.6pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,416 | $1,742-18.7% | $2,625-46.1% | $2,078-31.9% |
| Participant deferral / active EE | $3,877 | $2,712+43.0% | $3,311+17.1% | $3,356+15.5% |
| Admin fee / account holder | $65 | $126-48.3% | $5,131-98.7% | $115-43.4% |