Filed November 4, 2004 (most recent of 4 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $185,449 |
CERITY PARTNERS4 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 27-1180831 | Advisory (Plan) | $170,200 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $20,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,087 | $50,127+135.6% | $149,673-21.1% | $80,160+47.3% |
| Participation rate | 63.2% | 64.3%-1.1pp | 78.8%-15.5pp | 72.9%-9.7pp |
| Annual return | 16.58% | 29.82%-13.2pp | 134.42%-117.8pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,514 | $1,865-18.8% | $4,818-68.6% | $2,978-49.2% |
| Participant deferral / active EE | $4,796 | $3,194+50.2% | $5,680-15.6% | $5,017-4.4% |
| Admin fee / account holder | $156 | $153+1.9% | $13,210-98.8% | $145+7.3% |