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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,850,898 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $169,834 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $127,898 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 | Accounting | $78,500 |
ANGELES INVESTMENT ADVISORS, LLC10+ years Service code 16 · EIN 95-4839031 | Consulting | $59,916 |
MERCER6 years Service code 16 · EIN 36-2668272 | Consulting | $50,467 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $12,000 |
VASQUEZ & COMPANY LLP9+ years Service code 10 · EIN 33-0700332 | Accounting | $5,250 |
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 | $215,585 | $128,056+68.4% | $146,958+46.7% | $106,382+102.7% |
| Participation rate | 94.9% | 67.2%+27.6pp | 82.2%+12.7pp | 69.9%+25.0pp |
| Annual return | 15.31% | 17.89%-2.6pp | 418.34%-403.0pp | 17.37%-2.1pp |
| Employer contribution / active EE | $2,839 | $3,384-16.1% | $4,933-42.5% | $3,364-15.6% |
| Participant deferral / active EE | $10,648 | $7,674+38.7% | $8,070+31.9% | $5,569+91.2% |
| Admin fee / account holder | $47 | $89-47.5% | $12,998-99.6% | $79-41.3% |