Filed February 7, 2012
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 |
|---|---|---|
AURUM WEALTH MANAGEMENT GROUP5+ years Service code 27 6685 BETA DR · MAYFIELD VILLAGE, OH 44143 | Advisory (Plan) | $33,042 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,323 |
WILLIAM VAUGHAN COMPANY1 year Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $8,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,657 | $65,376+66.2% | $87,100+24.7% | $65,185+66.7% |
| Participation rate | 90.7% | 75.3%+15.4pp | 76.9%+13.9pp | 70.2%+20.5pp |
| Annual return | 24.48% | 31.27%-6.8pp | 28.19%-3.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,195 | $1,822+20.4% | $2,521-13.0% | $2,177+0.8% |
| Participant deferral / active EE | $5,529 | $3,388+63.2% | $4,049+36.6% | $3,514+57.4% |
| Admin fee / account holder | $344 | $520-33.8% | $7,497-95.4% | $847-59.4% |