Filed October 10, 2012 (most recent of 5 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,786,370 |
Filed as: FRONTIER CAPITAL MANAGEMENT COMP Service code 27 · EIN 04-3492668 | Advisory (Plan) | $719,430 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $454,830 |
Filed as: ADVISED ASSETS GROUP, INC. Service code 26 · EIN 84-1532243 | Advisory (Participants) | $400,694 |
AJO3+ years Filed as: AJO, LP Service code 28 · EIN 23-2312104 | Investment Management | $354,281 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,116 | $187,373-62.6% | $91,001-22.9% | $80,976-13.4% |
| Participation rate | 85.2% | 87.5%-2.3pp | 75.6%+9.6pp | 68.3%+16.9pp |
| Annual return | 14.99% | 16.95%-2.0pp | 4.60%+10.4pp | 22.91%-7.9pp |
| Employer contribution / active EE | $0 | $5,838-100.0% | $2,456-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,246 | $8,375-61.2% | $3,547-8.5% | $3,848-15.7% |
| Admin fee / account holder | $133 | $91+45.0% | $5,417-97.6% | $67+96.5% |