Filed September 23, 2010
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $603,945 |
NEPC, LLC5 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $140,768 |
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $17,500 |
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 | $170,377 | $171,977-0.9% | $200,582-15.1% | $140,769+21.0% |
| Participation rate | 82.7% | 93.2%-10.6pp | 86.9%-4.2pp | 74.2%+8.5pp |
| Annual return | 16.65% | 19.20%-2.6pp | 42.33%-25.7pp | 16.82%-0.2pp |
| Employer contribution / active EE | $4,520 | $6,031-25.1% | $6,419-29.6% | $3,906+15.7% |
| Participant deferral / active EE | $8,815 | $9,366-5.9% | $9,331-5.5% | $6,717+31.2% |
| Admin fee / account holder | $50 | $68-25.8% | $16,305-99.7% | $229-78.0% |