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 |
|---|---|---|
WESTWOOD7+ years Service code 21 · EIN 37-1491886 | Bank Trustee | $82,009 |
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 | $151,312 | $50,199+201.4% | $70,092+115.9% | $66,914+126.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -3.92% | -13.85%+9.9pp | 190.73%-194.7pp | 1.58%-5.5pp |
| Employer contribution / active EE | $5,624 | $1,864+201.7% | $2,559+119.8% | $2,544+121.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $613 | $600+2.2% | $6,267-90.2% | $593+3.3% |