Filed January 1, 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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 15 · EIN 83-3455979 | Recordkeeping | $38,713 |
GUARDIAN WEALTH PARTNERS LLP7 years Filed as: GUARDIAN WEALTH PARTNERS Service code 26 4270 THE CIRCLE AT NORTH HILLS ST · RALEIGH, NC 27609 | Advisory (Participants) | $38,439 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $30,135 |
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 | $108,344 | $132,049-18.0% | $200,582-46.0% | $74,304+45.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.17% | 22.22%-6.0pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,260 | $4,558-28.5% | $6,419-49.2% | $2,241+45.4% |
| Participant deferral / active EE | $7,261 | $7,213+0.7% | $9,331-22.2% | $3,767+92.7% |
| Admin fee / account holder | $320 | $2,405-86.7% | $16,305-98.0% | $2,969-89.2% |