Filed May 14, 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 |
|---|---|---|
KILPATRICK TOWNSEND5 years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 16 · EIN 58-0511774 | Consulting | $72,958 |
Service code 16 · EIN 54-1870462 | Consulting | $51,750 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS,LLP Service code 10 · EIN 44-0160260 | Accounting | $19,500 |
DSM PENSION SERVICES1 year Service code 10 · EIN 14-0754660 | Accounting | $7,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$511,332 |
Form 5500 reported that benefits due were not provided when due.
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 | $209,367 | $112,623+85.9% | $106,213+97.1% | $199,593+4.9% |
| Participation rate | 93.7% | 86.2%+7.5pp | 75.3%+18.5pp | 72.0%+21.8pp |
| Annual return | 17.07% | 15.57%+1.5pp | 116.14%-99.1pp | 34.25%-17.2pp |
| Employer contribution / active EE | $7,208 | $4,575+57.6% | $3,171+127.3% | $3,034+137.6% |
| Participant deferral / active EE | $9,757 | $6,659+46.5% | $5,016+94.5% | $5,087+91.8% |
| Admin fee / account holder | -$99 | $107-192.2% | $11,033-100.9% | $269-136.7% |