Filed August 20, 2014 (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 | $603,194 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $41,450 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $12,000 |
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.
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 | $106,047 | $225,489-53.0% | $81,930+29.4% | $93,223+13.8% |
| Participation rate | 97.6% | 80.7%+17.0pp | 72.0%+25.7pp | 74.9%+22.7pp |
| Annual return | 15.63% | 14.44%+1.2pp | 29.49%-13.9pp | 19.29%-3.7pp |
| Employer contribution / active EE | $4,074 | $3,151+29.3% | $4,310-5.5% | $2,680+52.0% |
| Participant deferral / active EE | $6,623 | $4,408+50.2% | $7,107-6.8% | $4,563+45.1% |
| Admin fee / account holder | $68 | $185-63.4% | $5,158-98.7% | $79-14.6% |