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 TOWNSEND2+ years Filed as: KILPATRICK STOCKTON Service code 16 · EIN 58-0511774 | Consulting | $47,736 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $20,000 |
Filed as: HUNTER MICHAEL INVESTMENT Service code 16 · EIN 54-1870462 | Consulting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $122,527 | $82,279+48.9% | $77,999+57.1% | $63,975+91.5% |
| Participation rate | 94.7% | 84.7%+10.1pp | 75.5%+19.2pp | 71.1%+23.6pp |
| Annual return | 9.30% | 11.20%-1.9pp | 425.96%-416.7pp | 48.65%-39.4pp |
| Employer contribution / active EE | $6,404 | $3,297+94.3% | $2,470+159.3% | $2,182+193.5% |
| Participant deferral / active EE | $7,835 | $4,538+72.6% | $3,497+124.1% | $3,356+133.4% |
| Admin fee / account holder | -$23 | $81-128.5% | $5,480-100.4% | $70-132.9% |