Filed May 21, 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 |
|---|---|---|
FISHER INVESTMENTS5 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $37,946 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $11,083 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,100 | $79,171-36.7% | $102,423-51.1% | $74,495-32.7% |
| Participation rate | 48.7% | 74.8%-26.1pp | 76.5%-27.8pp | 67.2%-18.5pp |
| Annual return | 15.42% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $724 | $2,362-69.3% | $3,023-76.0% | $2,623-72.4% |
| Participant deferral / active EE | $2,835 | $4,415-35.8% | $5,053-43.9% | $4,346-34.8% |
| Admin fee / account holder | $413 | $2,001-79.3% | $9,451-95.6% | $1,942-78.7% |