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 |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,449 |
LITTLER MENDELSON, P.C.3+ years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $483 |
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 | $70,526 | $44,989+56.8% | $170,442-58.6% | $77,958-9.5% |
| Participation rate | 92.9% | 64.6%+28.3pp | 83.6%+9.3pp | 71.6%+21.3pp |
| Annual return | 20.60% | 19.61%+1.0pp | 205.93%-185.3pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,476 | $1,466+0.6% | $5,433-72.8% | $2,310-36.1% |
| Participant deferral / active EE | $5,333 | $2,208+141.6% | $4,939+8.0% | $3,537+50.8% |
| Admin fee / account holder | $16 | $69-76.1% | $13,880-99.9% | $97-83.1% |