Filed July 31, 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 |
|---|---|---|
ABDO, EICK & MEYERS, LLP1 year Filed as: ABDO, EICK, MEYERS LLP Service code 10 P.O. BOX 3166 · MANKATO, MN 560023166 | Accounting | $31,720 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,590 |
BITUMINOUS PAVING INC1 year Service code 99 PO BOX 6 · ORTONVILLE, MN 56278 | Other Fees | $9,400 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,128 |
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.)
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 | $160,181 | $80,724+98.4% | $103,333+55.0% | $74,495+115.0% |
| Participation rate | 55.3% | 65.7%-10.4pp | 74.5%-19.2pp | 67.2%-11.9pp |
| Annual return | 10.77% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $10,615 | $3,157+236.2% | $3,868+174.4% | $2,623+304.7% |
| Participant deferral / active EE | $2,324 | $3,860-39.8% | $5,057-54.0% | $4,346-46.5% |
| Admin fee / account holder | $343 | $2,368-85.5% | $8,355-95.9% | $1,942-82.3% |