Filed September 20, 2011
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 |
|---|---|---|
FORVIS MAZARS, LLP8+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $25,905 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,737 |
MERCER2 years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $2,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,363 | $82,202+54.9% | $125,339+1.6% | $64,808+96.5% |
| Participation rate | 84.2% | 77.9%+6.3pp | 82.4%+1.8pp | 71.5%+12.7pp |
| Annual return | 1.95% | 3.48%-1.5pp | 572.05%-570.1pp | 32.82%-30.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $16,129 | $7,175+124.8% | $7,446+116.6% | $4,310+274.2% |
| Admin fee / account holder | $91 | $163-44.4% | $10,010-99.1% | $188-51.6% |