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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,765,750 |
WINSTON & STRAWN LLP4 years Service code 29 · EIN 36-1975990 | Legal | $682,230 |
ANGELES INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $238,548 |
MERCER2 years Service code 16 · EIN 61-0736136 | Consulting | $199,513 |
VASQUEZ & COMPANY LLP5+ years Service code 10 · EIN 33-0700332 | Accounting | $80,850 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 21 · EIN 04-2647786 | Bank Trustee | $10,267 |
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 | $168,754 | $97,018+73.9% | $149,696+12.7% | $106,222+58.9% |
| Participation rate | 94.2% | 67.0%+27.3pp | 82.5%+11.8pp | 70.8%+23.4pp |
| Annual return | 15.05% | 24.13%-9.1pp | 276.60%-261.6pp | 21.69%-6.6pp |
| Employer contribution / active EE | $2,723 | $2,520+8.1% | $4,644-41.4% | $2,7230% |
| Participant deferral / active EE | $9,671 | $5,988+61.5% | $6,842+41.4% | $4,600+110.2% |
| Admin fee / account holder | $31 | $72-57.1% | $9,309-99.7% | $78-60.6% |