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 |
|---|---|---|
Filed as: EMPOWER TRUST COMPANY, LLC Service code 49 · EIN 84-1455663 | Other Services | $382,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $318,724 |
Service code 10 · EIN 13-3575636 | Accounting | $280,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $236,522 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $233,698 |
FIAM LLC1 year Service code 28 · EIN 20-1733361 | Investment Management | $140,030 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 27 · EIN 30-1413443 | Advisory (Plan) | $37,800 |
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 | $77,090 | $96,393-20.0% | - | $96,393-20.0% |
| Participation rate | 88.8% | 71.3%+17.6pp | - | 71.3%+17.6pp |
| Annual return | 17.37% | 22.88%-5.5pp | - | 22.88%-5.5pp |
| Employer contribution / active EE | $715 | $3,238-77.9% | - | $3,238-77.9% |
| Participant deferral / active EE | $4,872 | $5,455-10.7% | - | $5,455-10.7% |
| Admin fee / account holder | $163 | $74+121.2% | - | $74+121.2% |