Filed May 6, 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 7-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 |
|---|---|---|
INTRUST BANK, N.A.1 year Service code 15 · EIN 48-0477525 | Recordkeeping | $41,408 |
Service code 65 320 PARK AVENUE · NEW YORK, NY 10022 | Account Maintenance | $76 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,874 | $50,815-76.6% | $155,509-92.4% | $77,643-84.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.99% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,057 | $1,993-47.0% | $4,672-77.4% | $2,726-61.2% |
| Participant deferral / active EE | $1,322 | $2,822-53.2% | $5,626-76.5% | $4,647-71.6% |
| Admin fee / account holder | $73 | $437-83.3% | $15,912-99.5% | $430-83.1% |