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 |
|---|---|---|
MARCUM LLP1 year Filed as: MARCUM WEALTH LLC Service code 27 6685 BETA DRIVE · MAYFIELD VILLAGE, OH 44143 | Advisory (Plan) | $33,806 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,124 |
WILLIAM VAUGHAN COMPANY4 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $13,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,691 | $65,435+24.8% | $86,677-5.8% | $66,914+22.1% |
| Participation rate | 96.6% | 75.5%+21.2pp | 76.6%+20.1pp | 69.8%+26.8pp |
| Annual return | -13.43% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,286 | $2,153+6.2% | $2,836-19.4% | $2,544-10.1% |
| Participant deferral / active EE | $5,917 | $4,100+44.3% | $4,656+27.1% | $4,237+39.7% |
| Admin fee / account holder | $368 | $642-42.6% | $7,493-95.1% | $593-37.9% |