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 | $118,171 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $20,500 |
BARNES & THORNBURG LLP2 years Service code 29 · EIN 35-0900596 | Legal | $20,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,276 | $112,623-26.9% | $106,213-22.5% | $199,593-58.8% |
| Participation rate | 93.3% | 86.2%+7.1pp | 75.3%+18.1pp | 72.0%+21.4pp |
| Annual return | 13.90% | 15.57%-1.7pp | 116.14%-102.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $4,016 | $4,575-12.2% | $3,171+26.6% | $3,034+32.4% |
| Participant deferral / active EE | $5,804 | $6,659-12.8% | $5,016+15.7% | $5,087+14.1% |
| Admin fee / account holder | $33 | $107-69.4% | $11,033-99.7% | $269-87.8% |