Filed February 20, 2015
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 |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $40,594 |
TANKER CONSULTING GROUP10+ years Service code 27 201 EAST MAIN STREET · MAPLE SHADE, NJ 08052 | Advisory (Plan) | $31,678 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $506 |
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 | $56,202 | $81,233-30.8% | $155,567-63.9% | $80,874-30.5% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.8pp | 67.6%+31.3pp |
| Annual return | 11.78% | 33.33%-21.5pp | 64.74%-53.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,362 | $3,101-23.8% | $4,674-49.5% | $2,756-14.3% |
| Participant deferral / active EE | $5,075 | $3,452+47.0% | $5,628-9.8% | $4,297+18.1% |
| Admin fee / account holder | $438 | $7,998-94.5% | $15,916-97.2% | $6,935-93.7% |