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 | $277,104 |
MEKETA INVESTMENT GROUP7 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
MAYER HOFFMAN MCCANN P.C.5 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $24,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,323 | $52,346+63.0% | $143,757-40.6% | $78,044+9.3% |
| Participation rate | 93.5% | 72.7%+20.8pp | 80.3%+13.2pp | 74.4%+19.1pp |
| Annual return | -17.20% | -14.19%-3.0pp | -0.04%-17.2pp | 10.87%-28.1pp |
| Employer contribution / active EE | $2,659 | $2,131+24.8% | $4,951-46.3% | $3,125-14.9% |
| Participant deferral / active EE | $6,892 | $3,800+81.4% | $5,637+22.3% | $5,084+35.6% |
| Admin fee / account holder | $55 | $63-13.7% | $14,673-99.6% | $79-30.7% |