Filed June 19, 2013 (most recent of 2 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 |
|---|---|---|
POSTLETHWAITE & NETTERVILLE4 years Filed as: POSTLETHWAITE AND NETTERVILLE Service code 99 · EIN 72-0884012 | Other Fees | $10,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,453 | $121,341+44.6% | $189,513-7.4% | $79,386+121.0% |
| Participation rate | 76.6% | 86.1%-9.5pp | 87.8%-11.2pp | 70.7%+5.9pp |
| Annual return | 12.72% | 21.08%-8.4pp | 555.15%-542.4pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,873 | $3,915-26.6% | $6,162-53.4% | $2,427+18.4% |
| Participant deferral / active EE | $3,616 | $6,395-43.5% | $8,221-56.0% | $4,046-10.6% |
| Admin fee / account holder | $106 | $651-83.7% | $12,045-99.1% | $626-83.0% |