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 | $34,241 |
HILL WARD HENDERSON4+ years Filed as: J R HILL AND ASSOCIATES Service code 26 · EIN 34-1914557 | Advisory (Participants) | $18,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,567 | $62,928-83.2% | $172,739-93.9% | $67,579-84.4% |
| Participation rate | 69.4% | 64.5%+4.9pp | 82.6%-13.3pp | 71.3%-1.9pp |
| Annual return | 6.69% | 30.36%-23.7pp | 802.84%-796.2pp | 378.56%-371.9pp |
| Employer contribution / active EE | $335 | $1,636-79.5% | $5,143-93.5% | $2,148-84.4% |
| Participant deferral / active EE | $1,360 | $2,145-36.6% | $5,198-73.8% | $3,539-61.6% |
| Admin fee / account holder | $26 | $167-84.5% | $13,954-99.8% | $142-81.8% |