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 13 · EIN 42-0127290 | Contract Administrator | $20,601 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $17,262 |
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.)
Annual investment return 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 | $50,612 | $62,127-18.5% | $81,382-37.8% | $74,495-32.1% |
| Participation rate | 84.7% | 64.0%+20.7pp | 69.5%+15.2pp | 67.2%+17.5pp |
| Annual return | 10.67% | 16.48%-5.8pp | 24.73%-14.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $469 | $1,882-75.1% | $2,463-81.0% | $2,623-82.1% |
| Participant deferral / active EE | $3,225 | $3,229-0.1% | $3,883-17.0% | $4,346-25.8% |
| Admin fee / account holder | $394 | $1,934-79.6% | $5,768-93.2% | $1,942-79.7% |