Filed June 10, 2013
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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Service code 15 · EIN 62-0951563 | Recordkeeping | $15,799 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,000 |
ASSOCIATED PENSION CONSULTANTS3+ years Service code 10 · EIN 94-2456320 | Accounting | $4,393 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,475 | $80,753+34.3% | $136,294-20.4% | $62,292+74.1% |
| Participation rate | 94.4% | 73.5%+20.9pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 14.48% | 35.83%-21.3pp | 5155.94%-5141.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $5,172 | $2,884+79.4% | $4,695+10.2% | $2,042+153.3% |
| Participant deferral / active EE | $5,029 | $5,164-2.6% | $6,247-19.5% | $3,169+58.7% |
| Admin fee / account holder | $211 | $525-59.9% | $9,243-97.7% | $479-56.0% |