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 |
|---|---|---|
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $260,754 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $111,066 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $94,347 |
KERBER, ECK & BRAECKEL LLP2 years Filed as: KERBER, ECK & BRAEKEL, LLP Service code 10 · EIN 61-1870262 | Accounting | $33,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,087 | $112,686-11.2% | $169,993-41.1% | $80,160+24.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 17.57% | 67.04%-49.5pp | 53.37%-35.8pp | 40.38%-22.8pp |
| Employer contribution / active EE | $5,451 | $4,481+21.6% | $6,785-19.7% | $2,978+83.0% |
| Participant deferral / active EE | $6,211 | $7,876-21.1% | $10,408-40.3% | $5,017+23.8% |
| Admin fee / account holder | $139 | $99+40.1% | $12,815-98.9% | $145-4.2% |