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) | $89,706 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVI Service code 99 · EIN 36-1822985 | Other Fees | $27,935 |
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 | $130,440 | $84,936+53.6% | $111,297+17.2% | $79,386+64.3% |
| Participation rate | 96.9% | 75.9%+21.0pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 13.51% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $634 | $1,979-68.0% | $2,731-76.8% | $2,427-73.9% |
| Participant deferral / active EE | $4,736 | $3,888+21.8% | $4,487+5.5% | $4,046+17.1% |
| Admin fee / account holder | $591 | $537+10.1% | $7,964-92.6% | $626-5.6% |