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 | $142,424-54.6% | $100,534-35.6% | $74,304-12.9% |
| Participation rate | 36.2% | 79.6%-43.4pp | 80.6%-44.5pp | 60.3%-24.2pp |
| Annual return | 17.18% | 27.53%-10.4pp | 32.66%-15.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $4,616 | $5,555-16.9% | $4,346+6.2% | $2,241+106.0% |
| Participant deferral / active EE | $3,915 | $8,247-52.5% | $6,144-36.3% | $3,767+3.9% |
| Admin fee / account holder | $312 | $1,986-84.3% | $7,654-95.9% | $2,969-89.5% |