Filed December 1, 2010 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,852 |
Service code 27 | Advisory (Plan) | $44,607 |
Filed as: RIMKUS MARCIANO & ASSOCIATES INC Service code 13 | Contract Administrator | $7,169 |
Filed as: RIMKUS MARCIANO & ASSOCIATES Service code 13 · EIN 27-2725182 | Contract Administrator | $6,949 |
SAGE, RUTTY AND CO., INC.7 years Filed as: SAGE RUTTY AND CO., INC. Service code 27 · EIN 16-0620690 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,188 | $132,049-15.0% | $200,582-44.1% | $74,304+51.0% |
| Participation rate | 99.3% | 84.1%+15.2pp | 86.9%+12.4pp | 60.3%+39.0pp |
| Annual return | 16.27% | 22.22%-5.9pp | 42.33%-26.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $5,608 | $4,558+23.0% | $6,419-12.6% | $2,241+150.2% |
| Participant deferral / active EE | $4,791 | $7,213-33.6% | $9,331-48.7% | $3,767+27.2% |
| Admin fee / account holder | $418 | $2,405-82.6% | $16,305-97.4% | $2,969-85.9% |