Filed December 28, 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 |
|---|---|---|
NAVIGATION FINANCIAL GROUP5 years Service code 27 801 S. FILLMORE STREET · AMARILO, TX 79101 | Advisory (Plan) | $49,989 |
Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $13,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,238 | $46,292-4.4% | $143,757-69.2% | $64,808-31.7% |
| Participation rate | 36.4% | 64.2%-27.9pp | 80.3%-43.9pp | 71.5%-35.1pp |
| Annual return | -14.84% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $683 | $1,910-64.2% | $4,951-86.2% | $2,506-72.7% |
| Participant deferral / active EE | $1,587 | $2,646-40.0% | $5,637-71.9% | $4,310-63.2% |
| Admin fee / account holder | $451 | $154+193.3% | $14,673-96.9% | $188+140.1% |