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 | $56,134 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,254 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $17,516 |
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 | $100,753 | $100,923-0.2% | $150,045-32.9% | $74,304+35.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 19.45% | 51.77%-32.3pp | 62.55%-43.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $4,224 | $3,463+22.0% | $4,693-10.0% | $2,241+88.5% |
| Participant deferral / active EE | $9,984 | $6,709+48.8% | $7,997+24.8% | $3,767+165.0% |
| Admin fee / account holder | $463 | $2,767-83.3% | $13,435-96.6% | $2,969-84.4% |