Filed May 27, 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 |
|---|---|---|
TRISTAR PENSION LTD1 year Filed as: TRISTAR TRUST BANK Service code 26 · EIN 38-3563619 200 E MAIN ST · MIDLAND, MI 48640 | Advisory (Participants) | $21,470 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,435 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,080 | $45,343+39.1% | $150,298-58.0% | $67,986-7.2% |
| Participation rate | 64.0% | 51.9%+12.2pp | 77.8%-13.7pp | 57.2%+6.8pp |
| Annual return | 15.99% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,508 | $1,462+3.1% | $4,154-63.7% | $2,019-25.3% |
| Participant deferral / active EE | $2,744 | $2,055+33.6% | $5,453-49.7% | $3,358-18.3% |
| Admin fee / account holder | $316 | $2,250-86.0% | $14,116-97.8% | $3,203-90.1% |