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 | $2,006,898 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $193,872 |
MERCER3 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $40,487 |
WEAVER AND TIDWELL, LLP6 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 4400 POST OAK PARKWAY, SUITE 1100 · HOUSTON, TX 77027 | Accounting | $15,450 |
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 | $80,208 | $88,686-9.6% | $129,995-38.3% | $96,393-16.8% |
| Participation rate | 92.0% | 78.8%+13.2pp | 78.5%+13.5pp | 71.3%+20.7pp |
| Annual return | 20.55% | 17.57%+3.0pp | -137.18%+157.7pp | 22.88%-2.3pp |
| Employer contribution / active EE | $3,835 | $2,843+34.9% | $4,320-11.2% | $3,238+18.4% |
| Participant deferral / active EE | $5,096 | $4,908+3.8% | $5,820-12.4% | $5,455-6.6% |
| Admin fee / account holder | $40 | $60-33.9% | $10,614-99.6% | $74-46.5% |