Filed November 19, 2008 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $194,735 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $15,300 |
Filed as: EJ CALLAHAN Service code 10 · EIN 46-4547996 | Accounting | $14,500 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $14,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,369 | $45,000+16.4% | $143,757-63.6% | $77,904-32.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -11.80% | 29.03%-40.8pp | -0.04%-11.8pp | 12.21%-24.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $7,590 | $3,157+140.5% | $5,637+34.7% | $4,806+57.9% |
| Admin fee / account holder | $87 | $98-11.9% | $14,673-99.4% | $133-34.6% |