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 | $1,041,660 |
FINANCIAL ENGINES3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $434,075 |
TROUTMAN SANDERS LLP3+ years Filed as: PEPPER HAMILTON LLP Service code 29 · EIN 23-1433012 | Legal | $162,189 |
STATE STREET GLOBAL ADVISORS2+ years Service code 16 · EIN 04-1867445 | Consulting | $113,316 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $100,000 |
MPS COMMUNICATIONS3+ years Filed as: MPS COMMUNICATION GRAPHICS, INC. Service code 15 · EIN 23-2808727 | Recordkeeping | $85,075 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $58,435 |
LPL FINANCIAL3+ years Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
MERCER2+ years Filed as: MERCER HEALTH & BENEFITS LLC Service code 38 · EIN 13-2834414 | Participant Communication | $35,244 |
ABARCA & ASSOCIATES P.S.C.2+ years Filed as: ABARCA ASSOCIATES Service code 29 · EIN 66-0601528 | Legal | $7,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,813 | $80,976+2.3% | $75,670+9.4% | $80,976+2.3% |
| Participation rate | 49.7% | 68.3%-18.6pp | 72.3%-22.7pp | 68.3%-18.6pp |
| Annual return | 18.92% | 22.91%-4.0pp | 27.34%-8.4pp | 22.91%-4.0pp |
| Employer contribution / active EE | $1,869 | $2,402-22.2% | $2,352-20.5% | $2,402-22.2% |
| Participant deferral / active EE | $2,640 | $3,848-31.4% | $3,142-16.0% | $3,848-31.4% |
| Admin fee / account holder | $161 | $67+139.3% | $5,800-97.2% | $67+139.3% |