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 loan processing; Account ... | $799,604 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $118,589 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,280 |
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 | $110,507 | $106,382+3.9% | $81,382+35.8% | $106,382+3.9% |
| Participation rate | 97.6% | 69.9%+27.7pp | 69.5%+28.1pp | 69.9%+27.7pp |
| Annual return | 14.48% | 17.37%-2.9pp | 24.73%-10.3pp | 17.37%-2.9pp |
| Employer contribution / active EE | $5,259 | $3,364+56.4% | $2,463+113.5% | $3,364+56.4% |
| Participant deferral / active EE | $6,509 | $5,569+16.9% | $3,883+67.6% | $5,569+16.9% |
| Admin fee / account holder | $47 | $79-40.2% | $5,768-99.2% | $79-40.2% |