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 | Distribution (12b-1) fees; Shareholde... | $146,688 |
MERCER8+ years Service code 16 · EIN 13-2834414 | Consulting | $97,943 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $62,812 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINACIAL SERVICES, LLC Service code 50 · EIN 47-5324976 | Direct Payment | $31,348 |
Filed as: KERBER, ECK & BRAEKEL, LLP Service code 10 · EIN 61-1870262 | Accounting | $30,000 |
SRN DENTON1 year Filed as: SRN DENTONS Service code 29 · EIN 36-1796730 | Legal | $8,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,656 | $95,918-14.9% | $151,611-46.1% | $77,904+4.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -14.97% | -5.50%-9.5pp | 3.33%-18.3pp | 12.21%-27.2pp |
| Employer contribution / active EE | $5,220 | $4,330+20.5% | $6,166-15.3% | $2,848+83.3% |
| Participant deferral / active EE | $5,948 | $7,508-20.8% | $8,363-28.9% | $4,806+23.8% |
| Admin fee / account holder | $127 | $93+36.6% | $11,616-98.9% | $133-3.9% |