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 |
|---|---|---|
MERCER2+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $112,186 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $73,026 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $48,300 |
SRN DENTON1+ years Service code 29 · EIN 36-1796730 | Legal | $13,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,767 | $80,354+9.2% | $133,980-34.5% | $63,975+37.2% |
| Participation rate | 99.7% | 87.5%+12.2pp | 87.1%+12.6pp | 71.1%+28.5pp |
| Annual return | 8.20% | 13.11%-4.9pp | 29.30%-21.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $4,603 | $3,503+31.4% | $5,211-11.7% | $2,182+111.0% |
| Participant deferral / active EE | $4,641 | $5,239-11.4% | $6,282-26.1% | $3,356+38.3% |
| Admin fee / account holder | $168 | $69+142.2% | $9,324-98.2% | $70+138.3% |