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 | $84,996 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $28,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $18,614 |
AON CONSULTING1 year Filed as: AON RISK SERVICING INS Service code 49 · EIN 13-3771734 | Other Services | $17,725 |
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $13,190 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $3,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,841 | $107,459+197.6% | $135,903+135.3% | $80,160+299.0% |
| Participation rate | 86.9% | 78.0%+8.8pp | 81.9%+5.0pp | 72.9%+13.9pp |
| Annual return | 17.78% | 91.91%-74.1pp | 68.23%-50.4pp | 40.38%-22.6pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $16,795 | $8,195+104.9% | $7,758+116.5% | $5,017+234.7% |
| Admin fee / account holder | $103 | $127-18.9% | $10,762-99.0% | $145-29.0% |