Filed January 7, 2013
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 |
|---|---|---|
VITAL WEALTH MANAGEMENT7 years Service code 26 9501 WEST DEVON AVENUE · ROSEMOUNT, IL 60018 | Advisory (Participants) | $28,418 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,380 |
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 | $91,335 | $65,557+39.3% | $64,056+42.6% | $71,457+27.8% |
| Participation rate | 81.3% | 73.2%+8.2pp | 72.3%+9.0pp | 67.9%+13.4pp |
| Annual return | 8.76% | 18.94%-10.2pp | 33.69%-24.9pp | 28.85%-20.1pp |
| Employer contribution / active EE | $3,688 | $2,669+38.2% | $2,747+34.3% | $2,588+42.5% |
| Participant deferral / active EE | $3,647 | $3,626+0.6% | $3,880-6.0% | $4,289-15.0% |
| Admin fee / account holder | $343 | $616-44.3% | $3,068-88.8% | $1,587-78.4% |