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 | $115,221 |
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $68,992 |
LBMC, PC2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,506 | $112,623+14.1% | $106,213+21.0% | $199,593-35.6% |
| Participation rate | 94.1% | 86.2%+7.9pp | 75.3%+18.8pp | 72.0%+22.2pp |
| Annual return | 22.92% | 15.57%+7.3pp | 116.14%-93.2pp | 34.25%-11.3pp |
| Employer contribution / active EE | $3,984 | $4,575-12.9% | $3,171+25.6% | $3,034+31.3% |
| Participant deferral / active EE | $8,882 | $6,659+33.4% | $5,016+77.1% | $5,087+74.6% |
| Admin fee / account holder | $131 | $107+22.6% | $11,033-98.8% | $269-51.2% |