Filed January 26, 2009
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 | $483,585 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $101,420 |
MERCER10+ years Service code 16 · EIN 13-2834414 | Consulting | $75,097 |
AON CONSULTING1 year Filed as: AON RISK INSURANCE SERVICE WEST INC Service code 49 · EIN 95-3252415 | Other Services | $70,002 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $29,500 |
ALSTON & BIRD LLP4 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $21,320 |
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 | $231,383 | $119,627+93.4% | $146,958+57.4% | $99,062+133.6% |
| Participation rate | 98.0% | 73.4%+24.6pp | 82.2%+15.9pp | 71.6%+26.4pp |
| Annual return | 15.60% | 28.82%-13.2pp | 418.34%-402.7pp | 17.66%-2.1pp |
| Employer contribution / active EE | $14,698 | $4,153+253.9% | $4,933+198.0% | $3,262+350.6% |
| Participant deferral / active EE | $15,764 | $7,997+97.1% | $8,070+95.3% | $5,331+195.7% |
| Admin fee / account holder | $65 | $150-56.9% | $12,998-99.5% | $109-40.8% |