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 year Service code 16 · EIN 26-1429809 | Consulting | $21,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,895 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICE WATERHOUSE COO Service code 16 · EIN 13-4008324 | Consulting | $10,881 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,115 |
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 | $68,093 | $55,790+22.1% | $76,817-11.4% | $67,579+0.8% |
| Participation rate | 97.0% | 71.1%+25.9pp | 72.1%+24.9pp | 71.3%+25.7pp |
| Annual return | 22.83% | 64.45%-41.6pp | 1166.11%-1143.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,097 | $1,810+15.8% | $2,302-8.9% | $2,148-2.4% |
| Participant deferral / active EE | $4,067 | $2,875+41.5% | $3,336+21.9% | $3,539+14.9% |
| Admin fee / account holder | $60 | $159-62.1% | $6,420-99.1% | $142-57.7% |