Filed April 1, 2016
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 7-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 17 · EIN 13-5674085 | Pension Consulting | $44,430 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,297 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $17,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,885 | $101,317-19.2% | $146,958-44.3% | $74,495+9.9% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 19.15% | 8730.91%-8711.8pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $3,670 | $3,810-3.7% | $4,933-25.6% | $2,623+39.9% |
| Participant deferral / active EE | $9,361 | $7,303+28.2% | $8,070+16.0% | $4,346+115.4% |
| Admin fee / account holder | $397 | $1,739-77.2% | $12,998-96.9% | $1,942-79.6% |