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 26 · EIN 71-0294708 | Advisory (Participants) | $78,875 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 99 · EIN 22-2000222 | Other Fees | $13,660 |
Filed as: BLUE PRAIRIE GROUP, LLC Service code 99 · EIN 11-1000111 | Other Fees | $6,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,766 | $65,376+66.4% | $87,100+24.9% | $65,185+66.9% |
| Participation rate | 96.7% | 75.3%+21.4pp | 76.9%+19.9pp | 70.2%+26.5pp |
| Annual return | 19.94% | 31.27%-11.3pp | 28.19%-8.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,411 | $1,822-22.6% | $2,521-44.0% | $2,177-35.2% |
| Participant deferral / active EE | $4,944 | $3,388+45.9% | $4,049+22.1% | $3,514+40.7% |
| Admin fee / account holder | $473 | $520-9.1% | $7,497-93.7% | $847-44.2% |