Filed September 25, 2012 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $684,227 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $77,000 |
MAYER HOFFMAN MCCANN P.C.6+ years Service code 10 · EIN 43-1947695 5100 POPLAR AVENUE 3OTH FLOOR · MEMPHIS, TN 38137 | Accounting | $42,800 |
ROBERT HALF1 year Filed as: OFFICE TEAM Service code 16 · EIN 94-1648752 | Consulting | $32,653 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,211 | $122,602-32.9% | $177,821-53.8% | $93,223-11.8% |
| Participation rate | 96.9% | 91.3%+5.6pp | 87.7%+9.2pp | 74.9%+22.0pp |
| Annual return | 25.65% | 22.53%+3.1pp | 48.32%-22.7pp | 19.29%+6.4pp |
| Employer contribution / active EE | $3,487 | $4,338-19.6% | $5,918-41.1% | $2,680+30.1% |
| Participant deferral / active EE | $4,640 | $7,134-35.0% | $7,714-39.8% | $4,563+1.7% |
| Admin fee / account holder | $82 | $62+33.0% | $12,427-99.3% | $79+3.5% |