Filed February 11, 2011
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $41,379 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Direct Payment | $19,044 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 13 PO BOX 735399 · DALLAS, TX 75373 | Contract Administrator | $10,892 |
NEXTCAPITAL GROUP, INC.1 year Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $7,618 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,667 | $46,292-53.2% | $143,757-84.9% | $64,808-66.6% |
| Participation rate | 72.6% | 64.2%+8.4pp | 80.3%-7.7pp | 71.5%+1.2pp |
| Annual return | -12.59% | -10.05%-2.5pp | -0.04%-12.6pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,070 | $1,910+8.4% | $4,951-58.2% | $2,506-17.4% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $181 | $154+17.5% | $14,673-98.8% | $188-3.8% |