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 PARTNERS3 years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $39,673 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $31,914 |
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 | $86,889 | $84,948+2.3% | $70,449+23.3% | $73,409+18.4% |
| Participation rate | 50.6% | 79.9%-29.4pp | 75.1%-24.5pp | 72.2%-21.6pp |
| Annual return | 4.78% | 13.39%-8.6pp | 109.03%-104.2pp | 59.29%-54.5pp |
| Employer contribution / active EE | $2,237 | $2,834-21.1% | $2,737-18.3% | $2,234+0.2% |
| Participant deferral / active EE | $2,975 | $3,387-12.2% | $3,709-19.8% | $3,805-21.8% |
| Admin fee / account holder | $130 | $98+32.8% | $3,845-96.6% | $158-17.5% |