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 | $628,852 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $24,000 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $23,226 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,123 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,217 | $111,651+11.3% | $86,874+43.0% | $101,517+22.4% |
| Participation rate | 96.5% | 83.2%+13.3pp | 71.6%+24.9pp | 74.6%+22.0pp |
| Annual return | 13.45% | 19.55%-6.1pp | 63.52%-50.1pp | 21.00%-7.6pp |
| Employer contribution / active EE | $4,589 | $3,410+34.6% | $2,495+83.9% | $2,973+54.3% |
| Participant deferral / active EE | $7,425 | $4,831+53.7% | $3,699+100.7% | $4,873+52.4% |
| Admin fee / account holder | $75 | $79-5.2% | $5,828-98.7% | $139-46.2% |