Filed August 3, 2012 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,516 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $20,500 |
BARNES & THORNBURG LLP2 years Service code 29 · EIN 35-0900596 | Legal | $10,453 |
Form 5500 reported that benefits due were not provided when due.
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 | $153,670 | $112,623+36.4% | $106,213+44.7% | $199,593-23.0% |
| Participation rate | 97.6% | 86.2%+11.3pp | 75.3%+22.3pp | 72.0%+25.6pp |
| Annual return | 15.50% | 15.57%-0.1pp | 116.14%-100.6pp | 34.25%-18.8pp |
| Employer contribution / active EE | $6,856 | $4,575+49.8% | $3,171+116.2% | $3,034+125.9% |
| Participant deferral / active EE | $10,040 | $6,659+50.8% | $5,016+100.2% | $5,087+97.4% |
| Admin fee / account holder | $27 | $107-74.3% | $11,033-99.8% | $269-89.8% |