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 | $136,912 |
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $26,047 |
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 | $127,503 | $82,279+55.0% | $77,999+63.5% | $63,975+99.3% |
| Participation rate | 95.3% | 84.7%+10.6pp | 75.5%+19.8pp | 71.1%+24.2pp |
| Annual return | 9.44% | 11.20%-1.8pp | 425.96%-416.5pp | 48.65%-39.2pp |
| Employer contribution / active EE | $3,376 | $3,297+2.4% | $2,470+36.7% | $2,182+54.8% |
| Participant deferral / active EE | $5,911 | $4,538+30.2% | $3,497+69.0% | $3,356+76.1% |
| Admin fee / account holder | $87 | $81+7.5% | $5,480-98.4% | $70+24.2% |