Filed December 14, 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 |
|---|---|---|
VISION ESOP VALUATION2 years Filed as: VISION ESOP VALUATION LLC Service code 34 2910 LUCERNE DRIVE SE · GRAND RAPIDS, MI 49546 | Valuation (appraisals, etc.); Direct ... | $36,000 |
Filed as: STEPHEN C. JAMES Service code 25 7938 WOODED RIDGE DRIVE · LOUISVILLE, KY 40214 | Directed Trustee | $15,315 |
CLARK HILL PLC1 year Service code 29 210 CARNEGIE CENTER · PRINCETON, NJ 08540 | Legal | $15,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $10,299 |
BAKER HOLTZ1 year Filed as: BAKER HOLTZ PC Service code 10 · EIN 38-2268656 | Accounting | $7,500 |
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 | $45,831 | $66,124-30.7% | $90,404-49.3% | $73,488-37.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 107.33% | 17.65%+89.7pp | 1293.02%-1185.7pp | 28.51%+78.8pp |
| Employer contribution / active EE | $1,323 | $2,346-43.6% | $3,262-59.4% | $2,270-41.7% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $614 | $396+55.1% | $5,611-89.0% | $513+19.8% |