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 | $22,372 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,992 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,895 | $65,561-14.7% | $91,541-38.9% | $74,304-24.8% |
| Participation rate | 88.9% | 56.6%+32.3pp | 69.8%+19.1pp | 60.3%+28.5pp |
| Annual return | 10.22% | 17.68%-7.5pp | 20.50%-10.3pp | 29.43%-19.2pp |
| Employer contribution / active EE | $594 | $1,717-65.4% | $2,505-76.3% | $2,241-73.5% |
| Participant deferral / active EE | $3,644 | $2,918+24.9% | $4,008-9.1% | $3,767-3.3% |
| Admin fee / account holder | $391 | $3,333-88.3% | $6,956-94.4% | $2,969-86.8% |