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 | $2,227,995 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 49 · EIN 75-0786316 | Other Services | $27,590 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 49 · EIN 13-3036745 | Other Services | $23,872 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 49 · EIN 13-2834414 | Other Services | $6,998 |
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 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 | $81,060 | $85,938-5.7% | $125,175-35.2% | $89,569-9.5% |
| Participation rate | 93.9% | 73.9%+20.0pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 23.15% | 20.69%+2.5pp | 43.79%-20.6pp | 34.56%-11.4pp |
| Employer contribution / active EE | $3,727 | $2,681+39.0% | $3,865-3.6% | $2,584+44.2% |
| Participant deferral / active EE | $4,756 | $3,818+24.6% | $4,937-3.7% | $4,220+12.7% |
| Admin fee / account holder | $48 | $56-14.5% | $9,702-99.5% | $72-32.7% |