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 | $702,379 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $86,131 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $51,335 |
CROWE LLP6+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $31,800 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $17,852 |
O'BRIEN, RILEY & RYAN, P.C.1 year Filed as: O' BRIEN RILEY & RYAN, P.C. Service code 10 · EIN 04-3176941 | Accounting | $12,545 |
Filed as: FIDELITY INVESTMENTS INS OPS CO INC 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,181 | $164,350-57.3% | $95,952-26.9% | $106,222-33.9% |
| Participation rate | 63.9% | 90.5%-26.6pp | 77.1%-13.2pp | 70.8%-6.9pp |
| Annual return | 25.19% | 14.56%+10.6pp | 91.61%-66.4pp | 21.69%+3.5pp |
| Employer contribution / active EE | $1,928 | $4,292-55.1% | $2,541-24.1% | $2,723-29.2% |
| Participant deferral / active EE | $3,195 | $7,854-59.3% | $4,167-23.3% | $4,600-30.5% |
| Admin fee / account holder | $49 | $65-24.7% | $6,795-99.3% | $78-37.1% |