Filed October 29, 2012
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 |
|---|---|---|
Filed as: FIDELITY INVESTEMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $889,726 |
REED SMITH LLP1+ years Service code 29 · EIN 25-0749630 | Legal | $144,000 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $71,976 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $47,304 |
ADP BROKER-DEALER1+ years Filed as: ADP LLC Service code 49 · EIN 22-1467904 | Other Services | $36,251 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $32,542 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 38 · EIN 22-2232264 | Participant Communication | $13,910 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1900735 | Accounting | $5,000 |
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,567 | $111,064-70.7% | $67,652-51.9% | $69,651-53.2% |
| Participation rate | 89.3% | 86.0%+3.3pp | 75.7%+13.6pp | 66.6%+22.7pp |
| Annual return | 0.97% | 2.77%-1.8pp | 6625.04%-6624.1pp | 53.77%-52.8pp |
| Employer contribution / active EE | $1,758 | $3,328-47.2% | $2,266-22.4% | $2,241-21.5% |
| Participant deferral / active EE | $2,657 | $6,396-58.5% | $3,560-25.3% | $3,635-26.9% |
| Admin fee / account holder | $72 | $72-0.3% | $4,821-98.5% | $63+13.3% |