Filed June 11, 2008 (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 |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $1,164,687 |
PENSION ASSURANCE LLP8 years Filed as: PENSION BENEFITS UNLIMITED,INC Service code 17 · EIN 33-0499726 | Pension Consulting | $370,015 |
WINDES, INC.7 years Filed as: WINDES, INC Service code 10 · EIN 95-3001179 | Accounting | $38,762 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $33,510 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,815 | $106,382-72.0% | $136,007-78.1% | $106,382-72.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 76.5%+23.5pp | 69.9%+30.1pp |
| Annual return | 14.98% | 17.37%-2.4pp | 579.32%-564.3pp | 17.37%-2.4pp |
| Employer contribution / active EE | $765 | $3,364-77.2% | $4,217-81.8% | $3,364-77.2% |
| Participant deferral / active EE | $5,150 | $5,569-7.5% | $7,025-26.7% | $5,569-7.5% |
| Admin fee / account holder | $85 | $79+7.0% | $6,858-98.8% | $79+7.0% |