Filed May 29, 2015 (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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $38,499 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $7,891 |
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 | $64,728 | $135,961-52.4% | $96,707-33.1% | $67,986-4.8% |
| Participation rate | 36.2% | 76.3%-40.1pp | 80.4%-44.2pp | 57.2%-21.0pp |
| Annual return | 17.18% | 31.14%-14.0pp | 34.78%-17.6pp | 31.67%-14.5pp |
| Employer contribution / active EE | $4,616 | $5,011-7.9% | $4,191+10.1% | $2,019+128.7% |
| Participant deferral / active EE | $3,915 | $7,360-46.8% | $5,997-34.7% | $3,358+16.6% |
| Admin fee / account holder | $312 | $2,370-86.8% | $7,503-95.8% | $3,203-90.3% |