Filed October 7, 2011 (most recent of 2 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 |
|---|---|---|
COMPENSATION & BENEFIT SOLUTIONS1+ years Service code 16 · EIN 26-0586523 | Consulting | $77,378 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 16 · EIN 04-2659023 | Consulting | $64,167 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $13,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$148,366 |
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 | $56,700 | $37,039+53.1% | $147,614-61.6% | $59,188-4.2% |
| Participation rate | 89.6% | 63.8%+25.9pp | 84.6%+5.0pp | 69.4%+20.2pp |
| Annual return | 2.32% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $1,378 | $1,353+1.8% | $5,564-75.2% | $2,098-34.3% |
| Participant deferral / active EE | $4,854 | $2,094+131.8% | $4,895-0.8% | $3,265+48.7% |
| Admin fee / account holder | $38 | $60-37.0% | $11,611-99.7% | $92-58.9% |