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 | $659,740 |
ADP BROKER-DEALER4+ years Filed as: ADP LLC Service code 99 · EIN 22-1467904 | Other Fees | $67,650 |
MERCER1 year Service code 17 · EIN 13-2834414 | Pension Consulting | $59,283 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $36,650 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $30,550 |
REED SMITH LLP4+ years Service code 29 · EIN 25-0749630 | Legal | $30,000 |
Filed as: FIDELITY INVESTMENTS INS OPS CO INC 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.
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 | $49,559 | $127,796-61.2% | $76,768-35.4% | $73,367-32.5% |
| Participation rate | 70.7% | 88.2%-17.4pp | 77.0%-6.2pp | 69.5%+1.3pp |
| Annual return | -2.75% | -2.31%-0.4pp | 2.43%-5.2pp | 173.45%-176.2pp |
| Employer contribution / active EE | $1,789 | $3,931-54.5% | $2,485-28.0% | $2,499-28.4% |
| Participant deferral / active EE | $2,910 | $6,924-58.0% | $3,852-24.4% | $4,033-27.8% |
| Admin fee / account holder | $57 | $66-14.0% | $6,675-99.1% | $68-16.5% |