Filed July 1, 2012
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 |
|---|---|---|
WESTWOOD6+ years Service code 21 · EIN 37-1491886 | Bank Trustee | $25,351 |
Filed as: BENEFIT PLANS, INC. Service code 12 · EIN 47-0617162 | Claims processing | $10,000 |
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 | $152,375 | $59,584+155.7% | $86,874+75.4% | $79,386+91.9% |
| Participation rate | 99.4% | 67.7%+31.7pp | 71.6%+27.7pp | 70.7%+28.7pp |
| Annual return | 16.81% | 23.15%-6.3pp | 63.52%-46.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $9,942 | $1,768+462.5% | $2,495+298.4% | $2,427+309.6% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $914 | $604+51.3% | $5,828-84.3% | $626+45.9% |