Filed December 27, 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 9-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 15 · EIN 35-0145825 | Recordkeeping | $48,112 |
HILL WARD HENDERSON2+ years Filed as: J R HILL AND ASSOCIATES Service code 26 · EIN 34-1914557 | Advisory (Participants) | $11,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $6,896 | $46,173-85.1% | $170,442-96.0% | $69,631-90.1% |
| Participation rate | 64.8% | 63.9%+0.9pp | 83.6%-18.8pp | 70.7%-5.9pp |
| Annual return | 25.65% | 21.62%+4.0pp | 205.93%-180.3pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $285 | $1,610-82.3% | $5,433-94.7% | $2,032-86.0% |
| Participant deferral / active EE | $1,008 | $2,080-51.5% | $4,939-79.6% | $3,224-68.7% |
| Admin fee / account holder | $15 | $116-86.9% | $13,880-99.9% | $110-86.2% |