Filed June 11, 2013
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 |
|---|---|---|
AEGIS RETIREMENT PARTNERS2 years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $35,267 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $28,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,901 | $60,795+146.6% | $69,455+115.8% | $65,185+130.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 74.6%-74.6pp | 70.2%-70.2pp |
| Annual return | 5.60% | 17.46%-11.9pp | 28.97%-23.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $4,278 | $2,452+74.5% | $2,779+53.9% | $2,177+96.5% |
| Participant deferral / active EE | $5,917 | $3,162+87.1% | $3,535+67.4% | $3,514+68.4% |
| Admin fee / account holder | $178 | $314-43.4% | $3,839-95.4% | $847-79.0% |