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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,605 |
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $26,048 |
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 | $104,290 | $82,279+26.8% | $77,999+33.7% | $63,975+63.0% |
| Participation rate | 99.1% | 84.7%+14.4pp | 75.5%+23.5pp | 71.1%+27.9pp |
| Annual return | 11.25% | 11.20%+0.1pp | 425.96%-414.7pp | 48.65%-37.4pp |
| Employer contribution / active EE | $6,812 | $3,297+106.6% | $2,470+175.8% | $2,182+212.2% |
| Participant deferral / active EE | $6,066 | $4,538+33.7% | $3,497+73.5% | $3,356+80.7% |
| Admin fee / account holder | $87 | $81+6.7% | $5,480-98.4% | $70+23.3% |