Filed February 15, 2012
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: LATTIMORE BLACK MORGAN & CAIN, P.C. Service code 10 · EIN 62-1199757 PO BOX 1869 · BRENTWOOD, TN 370241869 | Accounting | $13,087 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,079 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,355 | $60,989-51.9% | $60,874-51.8% | $66,914-56.1% |
| Participation rate | 94.5% | 74.5%+20.0pp | 73.1%+21.4pp | 69.8%+24.7pp |
| Annual return | -14.85% | -9.60%-5.2pp | 16.90%-31.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,588 | $2,661+34.9% | $2,701+32.8% | $2,544+41.0% |
| Participant deferral / active EE | $2,452 | $3,615-32.2% | $3,817-35.8% | $4,237-42.1% |
| Admin fee / account holder | $52 | $338-84.6% | $3,224-98.4% | $593-91.2% |