Filed December 15, 2006 (most recent of 5 filings on file)
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 |
|---|---|---|
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 | Actuarial | $45,402 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 27 · EIN 20-1003862 | Advisory (Plan) | $24,675 |
WITHUMSMITH+BROWN, PC1+ years Filed as: ALEX BROWN Service code 27 · EIN 52-1319768 | Advisory (Plan) | $23,365 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
PNC BANK, N.A.1+ years Service code 27 · EIN 25-1211909 | Advisory (Plan) | $14,359 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $10,360 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -1.12% | 5.09%-6.2pp | 5.00%-6.1pp | 7.18%-8.3pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |