Filed June 7, 2014 (most recent of 4 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 15 · EIN 84-0467907 | Recordkeeping | $158,247 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $30,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,895 | $67,512+65.7% | $185,823-39.8% | $93,030+20.3% |
| Participation rate | 62.0% | 67.1%-5.1pp | 81.7%-19.7pp | 73.9%-11.9pp |
| Annual return | 16.19% | 21.04%-4.9pp | 122.05%-105.9pp | 158.70%-142.5pp |
| Employer contribution / active EE | $950 | $1,783-46.7% | $5,167-81.6% | $2,706-64.9% |
| Participant deferral / active EE | $4,174 | $3,035+37.5% | $5,568-25.0% | $4,562-8.5% |
| Admin fee / account holder | $199 | $318-37.3% | $16,237-98.8% | $152+31.4% |