Filed May 15, 2013 (most recent of 6 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,887,749 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $301,804 |
NEPC, LLC1 year Filed as: NEPC, LLP Service code 16 · EIN 26-1429809 | Consulting | $144,418 |
EIDE BAILLY LLP9 years Service code 10 · EIN 45-0250958 | Accounting | $82,425 |
MERCER7 years Service code 16 · EIN 36-2668272 | Consulting | $8,409 |
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 | $236,003 | $140,769+67.7% | $150,045+57.3% | $140,769+67.7% |
| Participation rate | 95.2% | 74.2%+21.1pp | 82.3%+12.9pp | 74.2%+21.1pp |
| Annual return | 15.22% | 16.82%-1.6pp | 62.55%-47.3pp | 16.82%-1.6pp |
| Employer contribution / active EE | $2,967 | $3,906-24.0% | $4,693-36.8% | $3,906-24.0% |
| Participant deferral / active EE | $10,759 | $6,717+60.2% | $7,997+34.5% | $6,717+60.2% |
| Admin fee / account holder | $43 | $229-81.3% | $13,435-99.7% | $229-81.3% |