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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $172,019 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 800 UNIVERSITY AVENUE · WESTWOOD, MA 02090 | Advisory (Plan) | $75,000 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 1330 EVENING CREEK DRIVE NORTH · SAN DIEGO, CA 92128 | Accounting | $22,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,767 | $63,259+48.2% | $178,490-47.5% | $93,223+0.6% |
| Participation rate | 93.7% | 72.1%+21.6pp | 81.9%+11.8pp | 74.9%+18.8pp |
| Annual return | 17.73% | 19.93%-2.2pp | 151.07%-133.3pp | 19.29%-1.6pp |
| Employer contribution / active EE | $2,381 | $1,865+27.7% | $5,011-52.5% | $2,680-11.1% |
| Participant deferral / active EE | $6,259 | $3,372+85.6% | $5,202+20.3% | $4,563+37.2% |
| Admin fee / account holder | $43 | $58-25.9% | $13,984-99.7% | $79-45.7% |