Filed September 23, 2010
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 13 · EIN 42-0127290 | Contract Administrator | $78,356 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT Service code 27 · EIN 13-3180631 | Advisory (Plan) | $46,084 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $18,750 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $16,500 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | -0.36% | 10.38%-10.7pp | 6.74%-7.1pp | 8.23%-8.6pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,780-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |