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, LLC8+ years Filed as: NEPC, LLC. Service code 16 · EIN 26-1429809 | Consulting | $19,385 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,930 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 16 · EIN 43-1947695 | Consulting | $6,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,133 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,864 | $61,756-11.2% | $70,092-21.7% | $77,904-29.6% |
| Participation rate | 96.9% | 79.9%+17.0pp | 70.5%+26.4pp | 73.7%+23.2pp |
| Annual return | -18.97% | -11.86%-7.1pp | 190.73%-209.7pp | 12.21%-31.2pp |
| Employer contribution / active EE | $3,539 | $2,706+30.8% | $2,559+38.3% | $2,848+24.3% |
| Participant deferral / active EE | $4,650 | $3,977+16.9% | $3,849+20.8% | $4,806-3.3% |
| Admin fee / account holder | $44 | $101-56.5% | $6,267-99.3% | $133-66.7% |