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 | $1,641,941 |
ANGELES INVESTMENT ADVISORS, LLC8+ years Service code 16 · EIN 95-4839031 | Consulting | $239,649 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $172,978 |
VASQUEZ & COMPANY LLP7+ years Service code 10 · EIN 33-0700332 | Accounting | $87,150 |
MERCER4 years Service code 16 · EIN 36-2668272 | Consulting | $36,812 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $10,000 |
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 | $160,467 | $90,195+77.9% | $125,339+28.0% | $89,394+79.5% |
| Participation rate | 94.9% | 72.4%+22.5pp | 82.4%+12.5pp | 71.3%+23.6pp |
| Annual return | -14.57% | -6.51%-8.1pp | 572.05%-586.6pp | -11.89%-2.7pp |
| Employer contribution / active EE | $2,628 | $3,043-13.7% | $4,814-45.4% | $3,022-13.0% |
| Participant deferral / active EE | $9,683 | $7,170+35.0% | $7,446+30.0% | $5,123+89.0% |
| Admin fee / account holder | $18 | $69-73.7% | $10,010-99.8% | $79-77.1% |