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 | Account maintenance fees; Sales loads... | $1,043,209 |
NEPC, LLC3 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $80,543 |
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 | $85,569 | $89,394-4.3% | $70,092+22.1% | $89,394-4.3% |
| Participation rate | 99.6% | 71.3%+28.3pp | 70.5%+29.1pp | 71.3%+28.3pp |
| Annual return | -13.14% | -11.89%-1.2pp | 190.73%-203.9pp | -11.89%-1.2pp |
| Employer contribution / active EE | $4,851 | $3,022+60.5% | $2,559+89.6% | $3,022+60.5% |
| Participant deferral / active EE | $5,486 | $5,123+7.1% | $3,849+42.5% | $5,123+7.1% |
| Admin fee / account holder | $55 | $79-30.9% | $6,267-99.1% | $79-30.9% |