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 MANAGEMENT8 years Service code 27 9501 W DEVON AVE · ROSEMONT, IL 60018 | Advisory (Plan) | $32,542 |
NEWPORT GROUP, INC.3 years Service code 37 · EIN 27-2037969 | Loan Processing | $18,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,708 | $69,763+51.5% | $67,502+56.6% | $74,495+41.9% |
| Participation rate | 56.6% | 71.4%-14.7pp | 72.9%-16.2pp | 67.2%-10.6pp |
| Annual return | 16.90% | -40.34%+57.2pp | 3512.12%-3495.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $2,867 | $2,704+6.0% | $2,731+5.0% | $2,623+9.3% |
| Participant deferral / active EE | $3,474 | $3,636-4.5% | $4,000-13.2% | $4,346-20.1% |
| Admin fee / account holder | $386 | $896-56.9% | $3,998-90.3% | $1,942-80.1% |