Filed October 18, 2004
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 15 · EIN 04-2647786 | Recordkeeping | $984,189 |
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $430,675 |
MERCER1+ years Filed as: MERCER HEALTH & BENEFITS LLC Service code 38 · EIN 13-2834414 | Participant Communication | $201,349 |
TROUTMAN SANDERS LLP2+ years Filed as: PEPPER HAMILTON LLP Service code 29 · EIN 23-1433012 | Legal | $183,687 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $100,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 16 · EIN 04-1867445 | Consulting | $74,863 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $62,505 |
LPL FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
MPS COMMUNICATIONS2+ years Filed as: MPS COMMUNICATION GRAPHICS, INC. Service code 15 · EIN 23-2808727 | Recordkeeping | $14,348 |
ABARCA & ASSOCIATES P.S.C.1+ years Filed as: ABARCA ASSOCIATES Service code 29 · EIN 66-0601528 | Legal | $9,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,330 | $329,111-80.1% | $70,014-6.7% | $329,111-80.1% |
| Participation rate | 56.1% | 67.9%-11.7pp | 71.8%-15.7pp | 67.9%-11.7pp |
| Annual return | 6.69% | 16.35%-9.7pp | 12.99%-6.3pp | 16.35%-9.7pp |
| Employer contribution / active EE | $1,904 | $2,303-17.4% | $2,338-18.6% | $2,303-17.4% |
| Participant deferral / active EE | $2,644 | $3,682-28.2% | $2,931-9.8% | $3,682-28.2% |
| Admin fee / account holder | $149 | $754-80.3% | $4,380-96.6% | $754-80.3% |