Filed March 30, 2010
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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 15 · EIN 75-3204798 | Recordkeeping | $11,704 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,116 |
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 | $195,590 | $81,446+140.1% | $103,374+89.2% | $80,874+141.8% |
| Participation rate | 98.1% | 66.9%+31.2pp | 74.5%+23.6pp | 67.6%+30.4pp |
| Annual return | 12.03% | 25.57%-13.5pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,717 | $3,107-12.5% | $3,869-29.8% | $2,756-1.4% |
| Participant deferral / active EE | $11,432 | $3,870+195.4% | $5,058+126.0% | $4,297+166.1% |
| Admin fee / account holder | $681 | $6,715-89.9% | $8,394-91.9% | $6,935-90.2% |