Filed April 6, 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 |
|---|---|---|
LEGACY ADVISORS LLC1 year Filed as: LEGACY ADVISORS, LLC Service code 26 · EIN 06-1659806 | Advisory (Participants) | $38,255 |
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $22,976 |
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 | $168,706 | $91,407+84.6% | $135,903+24.1% | $71,457+136.1% |
| Participation rate | 93.3% | 75.7%+17.6pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 20.41% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $19,134 | $3,703+416.6% | $4,856+294.0% | $2,588+639.4% |
| Participant deferral / active EE | $15,286 | $7,092+115.5% | $7,758+97.0% | $4,289+256.4% |
| Admin fee / account holder | $335 | $1,266-73.6% | $10,762-96.9% | $1,587-78.9% |