Filed January 27, 2012 (most recent of 4 filings on file)
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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $230,215 |
MSL, P.A.1 year Filed as: MSL CPA'S & ADVISORS Service code 10 · EIN 59-3070669 | Accounting | $12,038 |
Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $11,211 |
HBE LLP1 year Service code 28 · EIN 47-0677245 | Investment Management | $5,760 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,563 | $52,346+4.2% | $143,757-62.0% | $78,044-30.1% |
| Participation rate | 37.7% | 72.7%-35.0pp | 80.3%-42.6pp | 74.4%-36.7pp |
| Annual return | -14.69% | -14.19%-0.5pp | -0.04%-14.7pp | 10.87%-25.6pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $2,183 | $3,800-42.6% | $5,637-61.3% | $5,084-57.1% |
| Admin fee / account holder | $96 | $63+51.4% | $14,673-99.3% | $79+21.6% |