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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,316 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $35,310 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,425 |
MERCER1 year Filed as: MERER Service code 16 · EIN 13-2834414 | Consulting | $18,114 |
AON CONSULTING2 years Filed as: AON RISK SERVICES INC Service code 49 · EIN 95-3252415 | Other Services | $14,414 |
KILPATRICK TOWNSEND5+ years Service code 29 · EIN 58-0511774 | Legal | $11,464 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $218,749 | $101,523+115.5% | $141,162+55.0% | $77,787+181.2% |
| Participation rate | 86.5% | 77.4%+9.1pp | 82.5%+4.0pp | 73.2%+13.3pp |
| Annual return | 21.98% | 56.22%-34.2pp | 71.39%-49.4pp | 32.57%-10.6pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $12,910 | $6,434+100.7% | $6,709+92.4% | $3,967+225.4% |
| Admin fee / account holder | $100 | $92+9.6% | $10,261-99.0% | $100+0.2% |