Filed May 6, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,767 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 17 · EIN 26-0058143 | Pension Consulting | $40,487 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING A DIV OF SEGAL Service code 16 · EIN 13-1835864 | Consulting | $12,600 |
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $662 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $18 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,584 | $204,517+47.5% | $69,455+334.2% | $77,787+287.7% |
| Participation rate | 62.9% | 74.6%-11.7pp | 74.6%-11.7pp | 73.2%-10.3pp |
| Annual return | 16.18% | 22.10%-5.9pp | 28.97%-12.8pp | 32.57%-16.4pp |
| Employer contribution / active EE | $3,568 | $3,548+0.6% | $2,779+28.4% | $2,504+42.5% |
| Participant deferral / active EE | $3,851 | $3,478+10.7% | $3,535+8.9% | $3,967-2.9% |
| Admin fee / account holder | $22 | $101-77.9% | $3,839-99.4% | $100-77.7% |