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 4-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 |
|---|---|---|
GUIDESPARK3+ years Filed as: GUIDESPARK, INC. Service code 28 · EIN 26-2229814 | Investment Management | $49,695 |
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $48,338 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $39,236 |
DANIEL DENNIS & COMPANY LLP3+ years Service code 10 · EIN 04-2734675 | Accounting | $29,500 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,879 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,385 | $48,835+1.1% | $170,442-71.0% | $177,276-72.1% |
| Participation rate | 98.0% | 72.1%+25.9pp | 83.6%+14.4pp | 74.8%+23.1pp |
| Annual return | 17.75% | 19.44%-1.7pp | 205.93%-188.2pp | 21.25%-3.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $4,404 | $2,757+59.7% | $4,939-10.8% | $3,881+13.5% |
| Admin fee / account holder | $22 | $52-57.1% | $13,880-99.8% | $154-85.5% |