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 MANAGEMENT9 years Service code 27 9501 W DEVON AVE · ROSEMONT, IL 60018 | Advisory (Plan) | $35,049 |
NEWPORT GROUP, INC.4 years Service code 37 · EIN 27-2037969 | Loan Processing | $18,766 |
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 | $120,806 | $67,984+77.7% | $65,493+84.5% | $74,304+62.6% |
| Participation rate | 51.3% | 66.3%-15.1pp | 73.1%-21.8pp | 60.3%-9.1pp |
| Annual return | 14.34% | 19.87%-5.5pp | 982.45%-968.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,610 | $2,491+4.8% | $2,574+1.4% | $2,241+16.5% |
| Participant deferral / active EE | $3,592 | $3,346+7.3% | $3,961-9.3% | $3,767-4.7% |
| Admin fee / account holder | $417 | $1,373-69.6% | $5,028-91.7% | $2,969-85.9% |