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 GROUP5+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
Service code 10 · EIN 40-2659023 | Accounting | $22,500 |
ALVAREZ & MARSAL TAXAND, LLC2 years Filed as: ALVAREZ & MARSAL TAXAND LLC Service code 16 · EIN 20-1157630 | Consulting | $15,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$234,249 |
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 | $80,161 | $53,565+49.7% | $172,739-53.6% | $82,204-2.5% |
| Participation rate | 93.2% | 69.6%+23.5pp | 82.6%+10.5pp | 73.4%+19.8pp |
| Annual return | 23.40% | 31.42%-8.0pp | 802.84%-779.4pp | 26.31%-2.9pp |
| Employer contribution / active EE | $1,933 | $1,857+4.1% | $5,143-62.4% | $2,707-28.6% |
| Participant deferral / active EE | $5,755 | $3,006+91.5% | $5,198+10.7% | $4,246+35.5% |
| Admin fee / account holder | $31 | $61-48.8% | $13,954-99.8% | $76-58.4% |