Filed October 16, 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 |
|---|---|---|
CLEARVIEW GROUP1 year Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $64,765 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,433 |
Filed as: FERENCZY BENEFITS LAW CENTER LLP Service code 29 2200 CENTURY PKWY · ATLANTA, GA 30345 | Legal | $11,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,651 | $34,495-40.1% | $78,689-73.8% | $63,975-67.7% |
| Participation rate | 16.4% | 60.8%-44.4pp | 73.6%-57.2pp | 71.1%-54.7pp |
| Annual return | 16.01% | 11.62%+4.4pp | 62.18%-46.2pp | 48.65%-32.6pp |
| Employer contribution / active EE | $254 | $1,398-81.8% | $2,851-91.1% | $2,182-88.3% |
| Participant deferral / active EE | $797 | $2,100-62.1% | $3,517-77.3% | $3,356-76.3% |
| Admin fee / account holder | $116 | $68+71.3% | $4,510-97.4% | $70+65.4% |