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 |
|---|---|---|
MERCER3+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $286,289 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $70,304 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $46,000 |
SRN DENTON2+ years Service code 29 · EIN 36-1796730 | Legal | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,716 | $89,274-0.6% | $149,718-40.7% | $77,958+13.8% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 12.22% | 20.36%-8.1pp | 1501.63%-1489.4pp | 20.87%-8.6pp |
| Employer contribution / active EE | $4,911 | $3,727+31.8% | $5,445-9.8% | $2,310+112.6% |
| Participant deferral / active EE | $5,202 | $5,382-3.3% | $6,569-20.8% | $3,537+47.1% |
| Admin fee / account holder | $133 | $240-44.7% | $11,283-98.8% | $97+36.3% |