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 | $28,963 |
HILL WARD HENDERSON3+ years Filed as: J R HILL AND ASSOCIATES Service code 26 · EIN 34-1914557 | Advisory (Participants) | $15,460 |
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.
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 | $9,042 | $37,196-75.7% | $154,107-94.1% | $55,725-83.8% |
| Participation rate | 68.2% | 64.1%+4.2pp | 83.0%-14.8pp | 70.9%-2.6pp |
| Annual return | 9.37% | 1319.68%-1310.3pp | 735.12%-725.7pp | 244.93%-235.6pp |
| Employer contribution / active EE | $299 | $1,614-81.5% | $5,298-94.4% | $2,078-85.6% |
| Participant deferral / active EE | $1,153 | $2,068-44.3% | $5,081-77.3% | $3,356-65.6% |
| Admin fee / account holder | $21 | $102-79.3% | $13,411-99.8% | $115-81.7% |