Filed January 1, 2012 (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 |
|---|---|---|
LEARNVEST INC.1+ years Service code 28 · EIN 80-0226518 | Investment Management | $99,293 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $60,334 |
DANIEL DENNIS & COMPANY LLP1+ years Service code 10 · EIN 04-2734675 | Accounting | $25,161 |
FINANCIAL NAVIGATORS INC1+ years Service code 28 · EIN 11-3743919 | Investment Management | $14,443 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,825 |
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 | $71,743 | $37,039+93.7% | $147,614-51.4% | $59,188+21.2% |
| Participation rate | 97.3% | 63.8%+33.6pp | 84.6%+12.7pp | 69.4%+27.9pp |
| Annual return | 1.22% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $4,598 | $1,353+239.9% | $5,564-17.4% | $2,098+119.2% |
| Participant deferral / active EE | $1,419 | $2,094-32.2% | $4,895-71.0% | $3,265-56.5% |
| Admin fee / account holder | $38 | $60-37.4% | $11,611-99.7% | $92-59.1% |