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) | $81,235 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVI Service code 99 · EIN 22-2000222 | Other Fees | $20,490 |
CERITY PARTNERS1 year Service code 99 · EIN 11-1000111 | Other Fees | $6,830 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $123,590 | $73,638+67.8% | $95,952+28.8% | $73,488+68.2% |
| Participation rate | 96.4% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.7pp |
| Annual return | 11.02% | 16.78%-5.8pp | 91.61%-80.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $369 | $1,863-80.2% | $2,541-85.5% | $2,270-83.7% |
| Participant deferral / active EE | $4,624 | $3,617+27.8% | $4,167+11.0% | $3,740+23.6% |
| Admin fee / account holder | $533 | $482+10.7% | $6,795-92.1% | $513+4.0% |