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 PARTNERS5 years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $41,114 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $40,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,840 | $79,124+6.0% | $60,874+37.7% | $64,808+29.4% |
| Participation rate | 47.7% | 77.7%-30.0pp | 73.1%-25.4pp | 71.5%-23.8pp |
| Annual return | -10.46% | -7.13%-3.3pp | 16.90%-27.4pp | 32.82%-43.3pp |
| Employer contribution / active EE | $883 | $3,050-71.0% | $2,701-67.3% | $2,506-64.8% |
| Participant deferral / active EE | $2,434 | $3,725-34.6% | $3,817-36.2% | $4,310-43.5% |
| Admin fee / account holder | $148 | $106+39.9% | $3,224-95.4% | $188-21.3% |