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 LLP2 years Filed as: MARCUM WEALTH LLC Service code 27 6685 BETA DRIVE · MAYFIELD VILLAGE, OH 44143 | Advisory (Plan) | $28,998 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,764 |
WILLIAM VAUGHAN COMPANY5 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $12,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,807 | $76,050+16.8% | $96,544-8.0% | $71,457+24.3% |
| Participation rate | 82.7% | 74.4%+8.3pp | 76.0%+6.8pp | 67.9%+14.8pp |
| Annual return | 14.01% | 22.81%-8.8pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,231 | $2,244-0.6% | $2,965-24.7% | $2,588-13.8% |
| Participant deferral / active EE | $5,802 | $4,215+37.6% | $4,851+19.6% | $4,289+35.3% |
| Admin fee / account holder | $342 | $2,707-87.4% | $8,252-95.9% | $1,587-78.5% |