Filed August 12, 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 |
|---|---|---|
SIKICH LLP5+ years Service code 13 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Contract Administrator | $10,050 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1585 ALLOUEZ AVE SUITE 3 · GREEN BAY, WI 54311 | Contract Administrator | $1,997 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,688 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,337 | $66,310+21.2% | $93,606-14.2% | $65,185+23.2% |
| Participation rate | 67.3% | 74.0%-6.7pp | 75.8%-8.5pp | 70.2%-2.9pp |
| Annual return | 22.03% | 42.58%-20.6pp | 32.76%-10.7pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,480 | $2,012-26.4% | $2,718-45.5% | $2,177-32.0% |
| Participant deferral / active EE | $2,952 | $3,342-11.7% | $4,069-27.4% | $3,514-16.0% |
| Admin fee / account holder | $79 | $6,897-98.9% | $7,888-99.0% | $847-90.7% |