Filed February 17, 2015 (most recent of 2 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 |
|---|---|---|
Filed as: BEIRNE WEALTH CONSULTING LLC Service code 99 | Other Fees | $12,216 |
PENSIONS PLUS, INC.2 years Filed as: PENSIONS INC DBA PENSIONS PLUS Service code 49 · EIN 81-4249523 | Other Services | $2,373 |
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,323 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,323 |
Filed as: BEIRNE WEALTH CONSULTING, LLC Service code 99 · EIN 37-1707957 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,579 | $47,977-52.9% | $154,107-85.3% | $56,287-59.9% |
| Participation rate | 54.8% | 66.2%-11.4pp | 83.0%-28.3pp | 69.9%-15.1pp |
| Annual return | -5.37% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,276 | $2,169-41.2% | $5,298-75.9% | $2,111-39.6% |
| Participant deferral / active EE | $1,265 | $2,392-47.1% | $5,081-75.1% | $3,350-62.2% |
| Admin fee / account holder | $132 | $438-69.9% | $13,411-99.0% | $521-74.7% |