Filed March 20, 2011
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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 11 SCOTT STREET STE 400 · WAUSAU, WI 54403 | Accounting | $28,621 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,813 |
KUSHNER & COMPANY, INC.10+ years Filed as: KUSHNER & COMPANY Service code 13 2427 W CENTRE AVE · PORTAGE, MI 49024 | Contract Administrator | $11,397 |
Filed as: RFS OPCO LLC DBA ROCKERFELLER FINAN Service code 27 · EIN 82-3226180 45 ROCKEFELLER PLAZA 5TH FL · NEW YORK, NY 10111 | Advisory (Plan) | $6,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,994 | $102,317-24.7% | $146,958-47.6% | $80,856-4.8% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 12.08% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,531 | $3,713-4.9% | $4,933-28.4% | $2,755+28.2% |
| Participant deferral / active EE | $7,875 | $6,644+18.5% | $8,070-2.4% | $4,296+83.3% |
| Admin fee / account holder | $73 | $7,941-99.1% | $12,998-99.4% | $6,918-98.9% |