Filed July 25, 2014
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 13 · EIN 42-0127290 | Contract Administrator | $83,249 |
Service code 49 · EIN 74-2794194 | Other Services | $39,213 |
BENEFIT CONSULTANTS GROUP4 years Service code 49 · EIN 23-2383285 | Other Services | $9,179 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $93,257 | $102,553-9.1% | $151,611-38.5% | $66,914+39.4% |
| Participation rate | 95.2% | 85.5%+9.7pp | 87.5%+7.7pp | 69.8%+25.4pp |
| Annual return | -14.35% | -10.82%-3.5pp | 3.33%-17.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $8,440 | $4,180+101.9% | $6,166+36.9% | $2,544+231.7% |
| Participant deferral / active EE | $10,836 | $6,641+63.2% | $8,363+29.6% | $4,237+155.8% |
| Admin fee / account holder | $311 | $630-50.7% | $11,616-97.3% | $593-47.6% |