Filed November 28, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,439 |
ARONSON LLC2 years Service code 10 · EIN 37-1611326 | Accounting | $20,375 |
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 | $82,666 | $84,487-2.2% | $125,339-34.0% | $66,914+23.5% |
| Participation rate | 76.8% | 76.4%+0.3pp | 82.4%-5.6pp | 69.8%+7.0pp |
| Annual return | -15.14% | -8.39%-6.7pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,698 | $3,553-52.2% | $4,814-64.7% | $2,544-33.2% |
| Participant deferral / active EE | $8,415 | $6,781+24.1% | $7,446+13.0% | $4,237+98.6% |
| Admin fee / account holder | $441 | $685-35.6% | $10,010-95.6% | $593-25.7% |