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) | $86,191 |
CERITY PARTNERS4 years Service code 99 · EIN 11-1000111 | Other Fees | $28,773 |
ENGIS CORPORATION8 years Service code 99 · EIN 55-5000555 | Other Fees | $16,000 |
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 | $108,839 | $76,050+43.1% | $96,544+12.7% | $71,457+52.3% |
| Participation rate | 95.5% | 74.4%+21.0pp | 76.0%+19.5pp | 67.9%+27.5pp |
| Annual return | 15.28% | 22.81%-7.5pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,613 | $2,244-28.1% | $2,965-45.6% | $2,588-37.7% |
| Participant deferral / active EE | $4,942 | $4,215+17.2% | $4,851+1.9% | $4,289+15.2% |
| Admin fee / account holder | $565 | $2,707-79.1% | $8,252-93.2% | $1,587-64.4% |