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 | $419,169 |
MERCER4 years Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $100,475 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,600 |
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 | $211,025 | $85,257+147.5% | $70,515+199.3% | $103,482+103.9% |
| Participation rate | 99.7% | 71.0%+28.7pp | 68.3%+31.3pp | 73.3%+26.4pp |
| Annual return | 16.38% | 25.37%-9.0pp | 32.77%-16.4pp | 33.11%-16.7pp |
| Employer contribution / active EE | $4,886 | $3,007+62.5% | $2,973+64.3% | $3,208+52.3% |
| Participant deferral / active EE | $8,526 | $4,773+78.6% | $4,567+86.7% | $5,207+63.7% |
| Admin fee / account holder | $61 | $89-30.7% | $6,412-99.0% | $114-46.3% |