Filed June 26, 2013
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 | $44,942 |
ACUFF & ASSOCIATES, INC.5 years Filed as: ACUFF & ASSOCIATES Service code 13 · EIN 62-1477251 | Contract Administrator | $30,755 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,825 | $58,778-23.7% | $129,295-65.3% | $77,671-42.3% |
| Participation rate | 31.0% | 59.2%-28.3pp | 69.6%-38.6pp | 70.6%-39.6pp |
| Annual return | 13.42% | 24.73%-11.3pp | 9429.28%-9415.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $702 | $1,952-64.0% | $4,157-83.1% | $2,726-74.2% |
| Participant deferral / active EE | $1,370 | $3,212-57.4% | $4,169-67.1% | $4,648-70.5% |
| Admin fee / account holder | $384 | $589-34.8% | $7,665-95.0% | $430-10.7% |