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 | $165,102 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $33,393 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $31,062 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
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 | $121,185 | $105,190+15.2% | $98,907+22.5% | $90,288+34.2% |
| Participation rate | 99.1% | 86.4%+12.8pp | 76.0%+23.1pp | 73.4%+25.8pp |
| Annual return | 22.29% | 18.52%+3.8pp | 196.43%-174.1pp | 53.97%-31.7pp |
| Employer contribution / active EE | $6,031 | $3,831+57.4% | $2,689+124.3% | $2,524+138.9% |
| Participant deferral / active EE | $6,479 | $5,616+15.4% | $4,244+52.7% | $4,232+53.1% |
| Admin fee / account holder | $106 | $97+9.2% | $6,642-98.4% | $114-6.8% |