Filed July 4, 2010 (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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $66,216 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,742 |
Filed as: CETERA FINANCIAL GROUP Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $17,994 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, PLLC. Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $16,500 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,297 | $53,136-11.0% | $155,509-69.6% | $199,593-76.3% |
| Participation rate | 42.0% | 64.1%-22.1pp | 78.2%-36.2pp | 72.0%-30.0pp |
| Annual return | 13.56% | 41.15%-27.6pp | 64.67%-51.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $745 | $1,851-59.7% | $4,672-84.0% | $3,034-75.4% |
| Participant deferral / active EE | $2,410 | $3,161-23.8% | $5,626-57.2% | $5,087-52.6% |
| Admin fee / account holder | $133 | $185-28.2% | $15,912-99.2% | $269-50.5% |