Filed December 23, 2012
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 |
|---|---|---|
RSM US LLP1 year Filed as: RSM US WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $33,333 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,697 |
STROHM BALLWEG LLP6+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,052 | $77,660+232.3% | $109,143+136.4% | $79,386+225.1% |
| Participation rate | 89.1% | 67.8%+21.3pp | 75.9%+13.3pp | 70.7%+18.4pp |
| Annual return | 15.86% | 23.44%-7.6pp | 25.75%-9.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $227 | $2,797-91.9% | $3,722-93.9% | $2,427-90.6% |
| Participant deferral / active EE | $8,551 | $3,518+143.1% | $4,653+83.8% | $4,046+111.4% |
| Admin fee / account holder | $426 | $732-41.9% | $6,752-93.7% | $626-32.0% |