Filed November 8, 2004
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 |
|---|---|---|
RSM US LLP1 year Service code 16 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $18,113 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,769 | $185,342-46.2% | $111,297-10.4% | $86,799+14.9% |
| Participation rate | 52.9% | 81.0%-28.1pp | 77.3%-24.4pp | 72.3%-19.4pp |
| Annual return | 17.27% | 500.80%-483.5pp | 54.65%-37.4pp | 97.91%-80.6pp |
| Employer contribution / active EE | $948 | $2,246-57.8% | $2,731-65.3% | $2,405-60.6% |
| Participant deferral / active EE | $3,428 | $4,458-23.1% | $4,487-23.6% | $4,131-17.0% |
| Admin fee / account holder | $87 | $255-65.8% | $7,964-98.9% | $170-48.5% |