Filed September 4, 2015 (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 | $330,530 |
MERCER5 years Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $62,245 |
Filed as: QDRO CONSULTANTS Service code 10 · EIN 34-1820650 | Accounting | $5,100 |
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 | $234,396 | $96,188+143.7% | $75,972+208.5% | $99,062+136.6% |
| Participation rate | 99.0% | 72.7%+26.3pp | 69.1%+30.0pp | 71.6%+27.4pp |
| Annual return | 13.35% | 16.48%-3.1pp | 359.55%-346.2pp | 17.66%-4.3pp |
| Employer contribution / active EE | $5,146 | $3,167+62.5% | $2,685+91.7% | $3,262+57.8% |
| Participant deferral / active EE | $9,162 | $4,842+89.2% | $4,255+115.3% | $5,331+71.8% |
| Admin fee / account holder | $49 | $87-43.4% | $6,467-99.2% | $109-54.7% |