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 | $82,595 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $55,070 |
MERCER8 years Service code 16 · EIN 13-2834414 | Consulting | $35,192 |
LBMC, PC1 year Service code 16 · EIN 62-1199757 | Consulting | $27,500 |
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 | $145,966 | $104,631+39.5% | $98,439+48.3% | $80,160+82.1% |
| Participation rate | 98.2% | 87.5%+10.7pp | 75.2%+23.1pp | 72.9%+25.3pp |
| Annual return | 16.42% | 34.72%-18.3pp | 21.16%-4.7pp | 40.38%-24.0pp |
| Employer contribution / active EE | $3,711 | $4,517-17.8% | $3,048+21.8% | $2,978+24.6% |
| Participant deferral / active EE | $7,762 | $6,545+18.6% | $4,738+63.8% | $5,017+54.7% |
| Admin fee / account holder | $126 | $105+20.2% | $8,948-98.6% | $145-13.0% |