Filed March 31, 2011 (most recent of 5 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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $866,346 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $30,360 |
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 | $123,402 | $140,769-12.3% | $91,541+34.8% | $140,769-12.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.8%+30.2pp | 74.2%+25.8pp |
| Annual return | 18.25% | 16.82%+1.4pp | 20.50%-2.3pp | 16.82%+1.4pp |
| Employer contribution / active EE | $5,467 | $3,906+40.0% | $2,505+118.3% | $3,906+40.0% |
| Participant deferral / active EE | $6,784 | $6,717+1.0% | $4,008+69.3% | $6,717+1.0% |
| Admin fee / account holder | $45 | $229-80.2% | $6,956-99.3% | $229-80.2% |