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) | $138,384 |
ENGIS CORPORATION7 years Service code 99 · EIN 55-5000555 | Other Fees | $24,455 |
CERITY PARTNERS3 years Service code 99 · EIN 11-1000111 | Other Fees | $14,070 |
CERITY PARTNERS3 years Filed as: CERITY PARTNERS RETIREMENT SERVI Service code 99 · EIN 22-2000222 | Other Fees | $14,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,728 | $65,435+52.4% | $86,677+15.1% | $66,914+49.0% |
| Participation rate | 96.6% | 75.5%+21.1pp | 76.6%+20.0pp | 69.8%+26.7pp |
| Annual return | -13.22% | -10.89%-2.3pp | 35.91%-49.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,438 | $2,153-33.2% | $2,836-49.3% | $2,544-43.5% |
| Participant deferral / active EE | $4,759 | $4,100+16.1% | $4,656+2.2% | $4,237+12.3% |
| Admin fee / account holder | $623 | $642-2.8% | $7,493-91.7% | $593+5.1% |