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 & NETTERVILLE6 years Filed as: POSTLETHWAITE AND NETTERVILLE Service code 99 · EIN 11-1000111 | Other Fees | $11,000 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $3,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,089 | $130,194-0.1% | $169,993-23.5% | $71,457+82.1% |
| Participation rate | 79.4% | 86.1%-6.8pp | 87.0%-7.6pp | 67.9%+11.5pp |
| Annual return | 13.64% | 20.37%-6.7pp | 53.37%-39.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,955 | $4,381-32.6% | $6,785-56.5% | $2,588+14.2% |
| Participant deferral / active EE | $3,751 | $6,923-45.8% | $10,408-64.0% | $4,289-12.5% |
| Admin fee / account holder | $119 | $966-87.7% | $12,815-99.1% | $1,587-92.5% |