Filed April 1, 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 |
|---|---|---|
GORDON ASSET MANAGEMENT3+ years Service code 16 · EIN 42-1582751 | Consulting | $37,237 |
MVP PLAN ADMINISTRATORS, INC.3+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 15 · EIN 56-2263714 | Recordkeeping | $15,877 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,201 | $55,453+30.2% | $170,442-57.6% | $62,292+15.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.04% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $6,948 | $2,164+221.1% | $5,433+27.9% | $2,042+240.2% |
| Participant deferral / active EE | $4,020 | $2,303+74.6% | $4,939-18.6% | $3,169+26.8% |
| Admin fee / account holder | $361 | $455-20.6% | $13,880-97.4% | $479-24.6% |