Filed February 11, 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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $23,921 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,892 | $50,199+5.4% | $70,092-24.5% | $66,914-21.0% |
| Participation rate | 72.3% | 66.3%+5.9pp | 70.5%+1.8pp | 69.8%+2.5pp |
| Annual return | -4.45% | -13.85%+9.4pp | 190.73%-195.2pp | 1.58%-6.0pp |
| Employer contribution / active EE | $454 | $1,864-75.6% | $2,559-82.3% | $2,544-82.2% |
| Participant deferral / active EE | $3,333 | $3,112+7.1% | $3,849-13.4% | $4,237-21.3% |
| Admin fee / account holder | $416 | $600-30.7% | $6,267-93.4% | $593-29.9% |