Filed January 7, 2008
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 64 · EIN 35-0472300 PO BOX 7877 · FT. WAYNE, IN 46802 | Recordkeeping Fees | $0 |
Filed as: RETIREMENT STRATEGIES INC Service code 13 · EIN 58-2380163 229 FURYS FERRY RD STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $0 |
THE ALLOCATION COMPANY1 year Service code 13 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD · HOUSTON, TX 77024 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,972 | $198,466-90.4% | $170,442-88.9% | $147,584-87.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.37% | 257.29%-251.9pp | 205.93%-200.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $1,204 | $6,184-80.5% | $5,433-77.8% | $4,876-75.3% |
| Participant deferral / active EE | $2,304 | $5,629-59.1% | $4,939-53.4% | $5,439-57.6% |
| Admin fee / account holder | $497 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |