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 | Recordkeeping and information managem... | $157,589 |
MERCER10+ years Service code 16 · EIN 13-2834414 | Consulting | $98,392 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL SERVICES, LLC Service code 51 · EIN 47-5324976 | Investment Mgmt Fees | $51,967 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $39,619 |
KERBER, ECK & BRAECKEL LLP3 years Filed as: KERBER, ECK & BRAEKEL, LLP Service code 10 · EIN 61-1870262 | Accounting | $35,000 |
SRN DENTON3 years Filed as: SRN DENTONS Service code 29 · EIN 36-1796730 | Legal | $2,710 |
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 | $108,278 | $122,693-11.7% | $184,203-41.2% | $199,593-45.8% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 12.95% | 143.91%-131.0pp | 28.81%-15.9pp | 34.25%-21.3pp |
| Employer contribution / active EE | $5,868 | $4,584+28.0% | $6,427-8.7% | $3,034+93.4% |
| Participant deferral / active EE | $6,674 | $7,990-16.5% | $9,131-26.9% | $5,087+31.2% |
| Admin fee / account holder | $119 | $121-1.2% | $13,901-99.1% | $269-55.7% |