Filed May 20, 2013
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 |
|---|---|---|
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $42,225 |
BELLWETHER CONSULTING LLC1+ years Filed as: BELLWETHER CONSULTING, LLC Service code 16 · EIN 22-1378419 | Consulting | $40,833 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $17,854 |
COVINGTON & BURLING LLP1+ years Filed as: COVINGTON AND BURLING, LLP Service code 29 · EIN 53-0188411 | Legal | $17,802 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$110,054 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,129 | $75,760+81.0% | $123,104+11.4% | $59,188+131.7% |
| Participation rate | 96.2% | 86.0%+10.1pp | 86.8%+9.4pp | 69.4%+26.8pp |
| Annual return | -0.28% | 2.93%-3.2pp | 13.22%-13.5pp | 5.51%-5.8pp |
| Employer contribution / active EE | $6,207 | $3,415+81.7% | $5,151+20.5% | $2,098+195.9% |
| Participant deferral / active EE | $8,503 | $5,000+70.0% | $6,230+36.5% | $3,265+160.5% |
| Admin fee / account holder | $94 | $61+54.0% | $9,015-99.0% | $92+1.4% |