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 | $191,602 |
MEKETA INVESTMENT GROUP6 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $23,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,819 | $69,238+54.3% | $185,823-42.5% | $101,517+5.2% |
| Participation rate | 93.0% | 73.5%+19.5pp | 81.7%+11.3pp | 74.6%+18.5pp |
| Annual return | 16.65% | 21.26%-4.6pp | 122.05%-105.4pp | 21.00%-4.4pp |
| Employer contribution / active EE | $2,417 | $2,104+14.8% | $5,167-53.2% | $2,973-18.7% |
| Participant deferral / active EE | $6,757 | $3,764+79.5% | $5,568+21.4% | $4,873+38.7% |
| Admin fee / account holder | $57 | $66-14.1% | $16,237-99.6% | $139-59.1% |