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 |
|---|---|---|
Filed as: COMPENSATION & BENEFIT SOLUTIONS, Service code 16 · EIN 26-0586523 | Consulting | $222,396 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 04-2659023 | Advisory (Plan) | $50,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,871 |
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $6,863 |
Form 5500 reported that benefits due were not provided when due.
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 | $60,631 | $37,213+62.9% | $156,549-61.3% | $63,975-5.2% |
| Participation rate | 91.8% | 65.0%+26.8pp | 84.0%+7.8pp | 71.1%+20.7pp |
| Annual return | 8.57% | 47.89%-39.3pp | 32.23%-23.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $2,193 | $1,357+61.6% | $5,501-60.1% | $2,182+0.5% |
| Participant deferral / active EE | $5,001 | $2,070+141.6% | $4,871+2.7% | $3,356+49.0% |
| Admin fee / account holder | $59 | $56+4.7% | $13,027-99.5% | $70-16.3% |