Filed December 2, 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 27 · EIN 04-2675571 | Advisory (Plan) | $36,021 |
LIFETIME BENEFIT SOLUTIONS9+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $12,007 |
Filed as: EMPOWER LIFE & ANNNUITY INSURANCE Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $3,796 |
LIFETIME BENEFIT SOLUTIONS9+ years Service code 13 · EIN 16-1353494 | Contract Administrator | $0 |
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 | $80,609 | $130,194-38.1% | $169,993-52.6% | $71,457+12.8% |
| Participation rate | 94.0% | 86.1%+7.8pp | 87.0%+7.0pp | 67.9%+26.0pp |
| Annual return | 14.07% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $4,086 | $4,381-6.7% | $6,785-39.8% | $2,588+57.9% |
| Participant deferral / active EE | $4,049 | $6,923-41.5% | $10,408-61.1% | $4,289-5.6% |
| Admin fee / account holder | $14 | $966-98.5% | $12,815-99.9% | $1,587-99.1% |