Filed December 15, 2011 (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 |
|---|---|---|
SERVICES MANAGEMENT CORPORATION10+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $2,336,400 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $647,767 |
GROOM LAW GROUP10+ years Service code 29 · EIN 52-1219029 | Legal | $249,069 |
TELCOM INSURANCE GROUP1 year Service code 23 · EIN 52-1632917 | Direct payment from the plan; Insuran... | $147,427 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $95,623 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $52,740 |
CLARK COMMUNICATIONS2 years Service code 36 · EIN 56-1463810 | Direct payment from the plan; Copying... | $44,608 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $34,382 |
Filed as: TRUSTEE #1 Service code 20 4121 WILSON BLVD, STE 1000 · ARLINGTON, VA 22203 | Trustee (individual); Direct payment ... | $5,058 |
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,631 | $167,668-15.5% | $100,391+41.1% | $106,382+33.1% |
| Participation rate | 72.9% | 87.6%-14.7pp | 81.5%-8.6pp | 69.9%+3.0pp |
| Annual return | 13.59% | 18.33%-4.7pp | 49.20%-35.6pp | 17.37%-3.8pp |
| Employer contribution / active EE | $3,259 | $4,908-33.6% | $3,942-17.3% | $3,364-3.1% |
| Participant deferral / active EE | $4,658 | $11,427-59.2% | $8,082-42.4% | $5,569-16.4% |
| Admin fee / account holder | $149 | $94+58.4% | $7,899-98.1% | $79+87.6% |