Filed December 25, 2013
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 |
|---|---|---|
PERKINS & CO2 years Service code 10 · EIN 93-0928924 | Accounting | $49,543 |
MERCER4+ years Filed as: MERCER CONSULTANTS Service code 70 · EIN 61-0736136 | Consulting Fees | $21,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,550 |
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 | $141,809 | $71,106+99.4% | $83,333+70.2% | $75,289+88.4% |
| Participation rate | 80.4% | 82.0%-1.6pp | 77.8%+2.6pp | 72.4%+8.0pp |
| Annual return | 25.39% | -0.56%+25.9pp | 10.63%+14.8pp | -0.04%+25.4pp |
| Employer contribution / active EE | $3,716 | $2,436+52.6% | $3,379+10.0% | $2,405+54.5% |
| Participant deferral / active EE | $7,985 | $6,249+27.8% | $5,565+43.5% | $3,739+113.6% |
| Admin fee / account holder | $38 | $72-47.6% | $7,510-99.5% | $102-62.9% |