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 |
|---|---|---|
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $157,038 |
Filed as: STATE STREET BANK & TRUST CO Service code 49 · EIN 04-1867445 | Other Services | $145,938 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $69,500 |
Service code 49 · EIN 13-3689044 | Other Services | $49,561 |
SRN DENTON3+ years Service code 29 · EIN 36-1796730 | Legal | $8,488 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $7,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,860 | $82,546-0.8% | $140,016-41.5% | $75,289+8.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -5.22% | -0.36%-4.9pp | 651.12%-656.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $4,880 | $3,856+26.6% | $5,606-12.9% | $2,405+102.9% |
| Participant deferral / active EE | $5,503 | $5,731-4.0% | $6,927-20.6% | $3,739+47.2% |
| Admin fee / account holder | $156 | $86+81.9% | $10,705-98.5% | $102+52.5% |