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 | Float revenue; Investment management;... | $1,008,562 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $41,576 |
Filed as: EVERSHEDS SUTHERLAND Service code 29 · EIN 58-0619407 | Legal | $21,384 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,280 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $102,099 | $106,222-3.9% | $81,930+24.6% | $106,222-3.9% |
| Participation rate | 95.2% | 70.8%+24.4pp | 72.0%+23.2pp | 70.8%+24.4pp |
| Annual return | 46.73% | 21.69%+25.0pp | 29.49%+17.2pp | 21.69%+25.0pp |
| Employer contribution / active EE | $4,337 | $2,723+59.2% | $4,310+0.6% | $2,723+59.2% |
| Participant deferral / active EE | $5,417 | $4,600+17.8% | $7,107-23.8% | $4,600+17.8% |
| Admin fee / account holder | $57 | $78-27.9% | $5,158-98.9% | $78-27.9% |