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 | $57,512 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $20,445 |
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 | $94,699 | $91,407+3.6% | $135,903-30.3% | $71,457+32.5% |
| Participation rate | 70.4% | 75.7%-5.2pp | 81.9%-11.5pp | 67.9%+2.5pp |
| Annual return | 18.48% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,860 | $3,703-49.8% | $4,856-61.7% | $2,588-28.1% |
| Participant deferral / active EE | $8,379 | $7,092+18.1% | $7,758+8.0% | $4,289+95.4% |
| Admin fee / account holder | $446 | $1,266-64.8% | $10,762-95.9% | $1,587-71.9% |