Filed August 24, 2001
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 |
|---|---|---|
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $48,765 |
Service code 16 PO BOX 71396 · CHICAGO, IL 606941396 | Consulting | $46,189 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $45,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,382 |
ARMANINO LLP1 year Filed as: ARMANNO LLP Service code 16 · EIN 20-8185533 PO BOX 206700 · DALLAS, TX 753206700 | Consulting | $10,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,501 | $104,862+4.4% | $90,160+21.5% | $80,976+35.2% |
| Participation rate | 56.8% | 78.9%-22.2pp | 76.9%-20.1pp | 68.3%-11.5pp |
| Annual return | 19.54% | 20.18%-0.6pp | 34.88%-15.3pp | 22.91%-3.4pp |
| Employer contribution / active EE | $1,244 | $2,724-54.3% | $3,318-62.5% | $2,402-48.2% |
| Participant deferral / active EE | $3,856 | $6,098-36.8% | $5,288-27.1% | $3,848+0.2% |
| Admin fee / account holder | $8 | $76-89.1% | $5,943-99.9% | $67-87.7% |