Filed September 13, 2008 (most recent of 3 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 | $3,038,120 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 61-0736136 | Consulting | $64,268 |
VOSSLER MEDIA GROUP1 year Service code 38 · EIN 45-2680364 | Participant Communication | $35,940 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $5,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,809 | $86,496-56.3% | $80,975-53.3% | $329,111-88.5% |
| Participation rate | 85.5% | 80.0%+5.5pp | 75.8%+9.7pp | 67.9%+17.6pp |
| Annual return | 9.50% | 20.13%-10.6pp | 17.10%-7.6pp | 16.35%-6.8pp |
| Employer contribution / active EE | $1,717 | $2,395-28.3% | $3,714-53.8% | $2,303-25.5% |
| Participant deferral / active EE | $3,235 | $5,350-39.5% | $5,696-43.2% | $3,682-12.1% |
| Admin fee / account holder | $61 | $69-12.5% | $5,516-98.9% | $754-91.9% |