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 | Investment management; Distribution (... | $1,070,092 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $102,250 |
Filed as: EVERSHEDS SUTHERLAND Service code 29 · EIN 58-0619407 | Legal | $10,665 |
Annual investment return 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 | $105,497 | $106,520-1.0% | $86,874+21.4% | $106,520-1.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 71.6%+28.4pp | 71.3%+28.7pp |
| Annual return | 12.92% | 19.28%-6.4pp | 63.52%-50.6pp | 19.28%-6.4pp |
| Employer contribution / active EE | $4,510 | $2,840+58.8% | $2,495+80.7% | $2,840+58.8% |
| Participant deferral / active EE | $5,716 | $4,948+15.5% | $3,699+54.5% | $4,948+15.5% |
| Admin fee / account holder | $59 | $75-20.5% | $5,828-99.0% | $75-20.5% |