Filed October 17, 2011 (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 7-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 12 · EIN 13-3689044 | Claims processing; Investment managem... | $1,571,229 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $68,950 |
ROCATON INVESTMENT ADVISORS, LLC7+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $11,636 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS & BOCKUS Service code 29 · EIN 23-0891050 | Legal | $5,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,494 | $73,283-42.0% | $155,567-72.7% | $106,408-60.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.2%+21.8pp | 69.9%+30.1pp |
| Annual return | 21.37% | 15.76%+5.6pp | 64.74%-43.4pp | 17.37%+4.0pp |
| Employer contribution / active EE | $4,641 | $2,241+107.1% | $4,674-0.7% | $3,361+38.1% |
| Participant deferral / active EE | $7,340 | $4,567+60.7% | $5,628+30.4% | $5,567+31.9% |
| Admin fee / account holder | $38 | $56-31.8% | $15,916-99.8% | $79-51.9% |