Filed December 28, 2011
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $69,251 |
Filed as: BLUE PRAIRIE LLC Service code 99 · EIN 76-0701903 | Other Fees | $25,752 |
ENGIS CORPORATION2 years Service code 99 · EIN 36-1822985 | Other Fees | $6,250 |
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 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 | $108,987 | $64,909+67.9% | $82,313+32.4% | $62,292+75.0% |
| Participation rate | 94.4% | 74.9%+19.5pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 14.62% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,225 | $1,676-26.9% | $2,428-49.6% | $2,042-40.0% |
| Participant deferral / active EE | $4,822 | $3,103+55.4% | $3,706+30.1% | $3,169+52.2% |
| Admin fee / account holder | $396 | $440-9.8% | $5,608-92.9% | $479-17.3% |