Filed May 4, 2011
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 | $46,033 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $41,250 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,773 | $33,283+28.5% | $77,482-44.8% | $93,223-54.1% |
| Participation rate | 6.0% | 33.8%-27.8pp | 54.2%-48.2pp | 74.9%-68.9pp |
| Annual return | 20.17% | 16.24%+3.9pp | 54.79%-34.6pp | 19.29%+0.9pp |
| Employer contribution / active EE | $0 | $311-100.0% | $986-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $152 | $886-82.9% | $1,861-91.9% | $4,563-96.7% |
| Admin fee / account holder | $132 | $97+36.4% | $2,858-95.4% | $79+67.0% |