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 | Participant communication; Recordkeep... | $925,419 |
NEPC, LLC4 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $114,969 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,610 |
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 | $98,992 | $96,393+2.7% | $77,163+28.3% | $96,393+2.7% |
| Participation rate | 97.2% | 71.3%+25.9pp | 69.6%+27.6pp | 71.3%+25.9pp |
| Annual return | 15.66% | 22.88%-7.2pp | 37.87%-22.2pp | 22.88%-7.2pp |
| Employer contribution / active EE | $5,047 | $3,238+55.8% | $2,535+99.1% | $3,238+55.8% |
| Participant deferral / active EE | $6,124 | $5,455+12.3% | $3,833+59.8% | $5,455+12.3% |
| Admin fee / account holder | $52 | $74-29.4% | $5,472-99.0% | $74-29.4% |