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: ALVAREZ & MARSAL TAXAND LLC Service code 16 · EIN 20-1157630 | Consulting | $86,032 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $33,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$269,903 |
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 | $65,790 | $44,007+49.5% | $154,107-57.3% | $68,904-4.5% |
| Participation rate | 93.6% | 70.0%+23.6pp | 83.0%+10.6pp | 74.1%+19.5pp |
| Annual return | -5.49% | 8.15%-13.6pp | 735.12%-740.6pp | 1.07%-6.6pp |
| Employer contribution / active EE | $2,067 | $1,732+19.4% | $5,298-61.0% | $2,540-18.6% |
| Participant deferral / active EE | $5,534 | $2,813+96.7% | $5,081+8.9% | $4,015+37.8% |
| Admin fee / account holder | $39 | $65-39.9% | $13,411-99.7% | $71-45.4% |