Filed June 19, 2012 (most recent of 2 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 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $188,331 |
MERCER11+ years Service code 16 · EIN 13-2834414 | Consulting | $101,344 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL SERVICES, LLC Service code 51 · EIN 47-5324976 | Investment Mgmt Fees | $61,160 |
KERBER, ECK & BRAECKEL LLP4 years Filed as: KERBER, ECK & BRAEKEL, LLP Service code 10 · EIN 61-1870262 | Accounting | $36,750 |
SRN DENTON4 years Filed as: SRN DENTONS Service code 29 · EIN 36-1796730 | Legal | $6,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,747 | $160,882-25.6% | $200,582-40.3% | $102,872+16.4% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 16.56% | 18.15%-1.6pp | 42.33%-25.8pp | 19.06%-2.5pp |
| Employer contribution / active EE | $5,993 | $5,602+7.0% | $6,419-6.6% | $3,526+70.0% |
| Participant deferral / active EE | $7,055 | $9,300-24.1% | $9,331-24.4% | $5,535+27.5% |
| Admin fee / account holder | $117 | $125-6.4% | $16,305-99.3% | $292-60.0% |