Filed December 12, 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 |
|---|---|---|
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $6,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,782 | $78,781+77.4% | $100,516+39.1% | $73,409+90.4% |
| Participation rate | 79.0% | 80.0%-1.0pp | 79.4%-0.4pp | 72.2%+6.8pp |
| Annual return | 26.19% | 31.69%-5.5pp | 30.89%-4.7pp | 59.29%-33.1pp |
| Employer contribution / active EE | $2,912 | $2,420+20.3% | $3,418-14.8% | $2,234+30.4% |
| Participant deferral / active EE | $7,738 | $6,537+18.4% | $6,270+23.4% | $3,805+103.3% |
| Admin fee / account holder | -$3 | $145-101.9% | $8,081-100.0% | $158-101.7% |