Filed December 27, 2011
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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP6+ years Service code 16 · EIN 20-8532658 | Consulting | $22,500 |
5500TAX GROUP, INC.4 years Service code 64 · EIN 20-2116576 | Recordkeeping Fees | $17,670 |
TOUTMAN SANDERS, LLP1 year Service code 29 · EIN 58-0946915 | Legal | $15,553 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $3,647 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $350 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,610 | $105,581-37.9% | $70,449-6.9% | $90,288-27.3% |
| Participation rate | 86.0% | 77.5%+8.4pp | 75.1%+10.9pp | 73.4%+12.6pp |
| Annual return | 15.36% | 14.78%+0.6pp | 109.03%-93.7pp | 53.97%-38.6pp |
| Employer contribution / active EE | $3,092 | $3,304-6.4% | $2,737+13.0% | $2,524+22.5% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $20 | $68-70.8% | $3,845-99.5% | $114-82.7% |