Filed August 8, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $154,705 |
FINANCIAL ENGINES5 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $118,718 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $28,875 |
MERCER9 years Service code 16 · EIN 13-2834414 | Consulting | $18,122 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,106 | $92,055+47.9% | $106,213+28.1% | $77,643+75.3% |
| Participation rate | 97.4% | 81.0%+16.3pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 19.37% | 17.91%+1.5pp | 116.14%-96.8pp | 31.24%-11.9pp |
| Employer contribution / active EE | $15,105 | $3,367+348.6% | $3,171+376.3% | $2,726+454.1% |
| Participant deferral / active EE | $17,563 | $5,386+226.1% | $5,016+250.1% | $4,647+277.9% |
| Admin fee / account holder | $193 | $219-11.9% | $11,033-98.2% | $430-55.1% |