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 INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $779,393 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 13-2834414 | Consulting | $81,189 |
Service code 10 · EIN 13-4008324 | Accounting | $58,100 |
REED SMITH LLP3+ years Service code 29 · EIN 25-0749630 | Legal | $55,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $30,000 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,979 | $136,209-63.3% | $82,313-39.3% | $80,976-38.3% |
| Participation rate | 68.0% | 88.0%-20.0pp | 76.9%-8.9pp | 68.3%-0.3pp |
| Annual return | 35.92% | 21.54%+14.4pp | 25.88%+10.0pp | 22.91%+13.0pp |
| Employer contribution / active EE | $1,460 | $3,633-59.8% | $2,428-39.9% | $2,402-39.2% |
| Participant deferral / active EE | $2,392 | $6,693-64.3% | $3,706-35.5% | $3,848-37.8% |
| Admin fee / account holder | $62 | $620% | $5,608-98.9% | $67-7.8% |