Filed August 24, 2012
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 |
|---|---|---|
ABBEY STREET LLC5 years Service code 27 · EIN 82-4772597 | Advisory (Plan) | $100,684 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,002 |
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 | $101,868 | $119,446-14.7% | $150,045-32.1% | $85,563+19.1% |
| Participation rate | 84.7% | 75.4%+9.3pp | 82.3%+2.4pp | 66.0%+18.8pp |
| Annual return | 18.14% | 23.72%-5.6pp | 62.55%-44.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $4,002 | $4,078-1.9% | $4,693-14.7% | $2,654+50.8% |
| Participant deferral / active EE | $8,662 | $7,985+8.5% | $7,997+8.3% | $4,375+98.0% |
| Admin fee / account holder | $360 | $548-34.3% | $13,435-97.3% | $834-56.9% |