Filed June 8, 2009
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 15 · EIN 01-0233346 | Recordkeeping | $57,615 |
NORTHSTAR FIDUCIARY PARTNERS2 years Service code 26 · EIN 30-0132728 | Advisory (Participants) | $6,364 |
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 | $155,817 | $148,978+4.6% | $200,582-22.3% | $84,808+83.7% |
| Participation rate | 96.2% | 84.2%+12.0pp | 86.9%+9.3pp | 68.3%+27.9pp |
| Annual return | 13.62% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $7,999 | $4,815+66.1% | $6,419+24.6% | $2,631+204.0% |
| Participant deferral / active EE | $7,147 | $7,142+0.1% | $9,331-23.4% | $4,212+69.7% |
| Admin fee / account holder | $710 | $13,977-94.9% | $16,305-95.6% | $7,344-90.3% |