Filed November 24, 2009 (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 |
|---|---|---|
PROMANAGE LLC11+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $167,397 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $99,277 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $66,564 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $42,758 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,167 | $118,972+6.9% | $150,298-15.4% | $118,972+6.9% |
| Participation rate | 64.4% | 78.0%-13.6pp | 77.8%-13.4pp | 78.0%-13.6pp |
| Annual return | 14.54% | 15.19%-0.7pp | 62.79%-48.3pp | 15.19%-0.7pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $4,154-100.0% | $3,776-100.0% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $5,453-100.0% | $6,017-100.0% |
| Admin fee / account holder | $52 | $127-58.7% | $14,116-99.6% | $127-58.7% |