Filed May 29, 2015
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 |
|---|---|---|
ABBEY STREET LLC2 years Service code 27 · EIN 82-4772597 | Advisory (Plan) | $29,502 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,908 | $60,022+84.8% | $88,946+24.7% | $84,808+30.8% |
| Participation rate | 97.6% | 57.8%+39.8pp | 68.8%+28.7pp | 68.3%+29.3pp |
| Annual return | 12.18% | 22.43%-10.3pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,123 | $1,703+83.4% | $2,555+22.2% | $2,631+18.7% |
| Participant deferral / active EE | $9,921 | $3,114+218.6% | $4,581+116.6% | $4,212+135.6% |
| Admin fee / account holder | $507 | $4,811-89.5% | $8,261-93.9% | $7,344-93.1% |