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 | $110,483-7.8% | $145,433-30.0% | $79,634+27.9% |
| Participation rate | 84.7% | 71.1%+13.6pp | 82.1%+2.6pp | 62.5%+22.3pp |
| Annual return | 18.14% | 24.62%-6.5pp | 66.58%-48.4pp | 36.46%-18.3pp |
| Employer contribution / active EE | $4,002 | $4,053-1.3% | $4,554-12.1% | $2,529+58.2% |
| Participant deferral / active EE | $8,662 | $7,216+20.0% | $7,897+9.7% | $3,835+125.9% |
| Admin fee / account holder | $360 | $680-47.1% | $13,129-97.3% | $1,002-64.1% |