Filed December 2, 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 |
|---|---|---|
REHMANN ROBSON8 years Filed as: REHMANN, LLC Service code 10 · EIN 38-3567911 | Accounting | $22,756 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,930 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 37 · EIN 06-1053228 | Loan Processing | $17,535 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $1,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,960 | $54,558-10.3% | $76,002-35.6% | $74,546-34.3% |
| Participation rate | 71.7% | 60.3%+11.4pp | 69.1%+2.6pp | 67.2%+4.5pp |
| Annual return | 10.23% | 31.83%-21.6pp | 360.07%-349.8pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $749 | $1,778-57.9% | $2,688-72.1% | $2,624-71.5% |
| Participant deferral / active EE | $2,310 | $3,065-24.6% | $4,257-45.7% | $4,347-46.9% |
| Admin fee / account holder | $411 | $2,232-81.6% | $6,414-93.6% | $1,944-78.9% |