Filed December 29, 2011 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | $2,281,954 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $310,941 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $28,000 |
MERCER4 years Filed as: MERCER (US) INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $25,000 |
WEAVER AND TIDWELL, LLP7 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 | Accounting | $5,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $93,857 | $96,807-3.0% | $164,813-43.1% | $106,382-11.8% |
| Participation rate | 93.7% | 79.1%+14.6pp | 78.6%+15.1pp | 69.9%+23.8pp |
| Annual return | 18.72% | 17.39%+1.3pp | 69.93%-51.2pp | 17.37%+1.3pp |
| Employer contribution / active EE | $4,169 | $2,888+44.4% | $4,341-4.0% | $3,364+23.9% |
| Participant deferral / active EE | $5,537 | $5,055+9.5% | $6,031-8.2% | $5,569-0.6% |
| Admin fee / account holder | $47 | $66-27.9% | $12,690-99.6% | $79-40.2% |