Filed July 22, 2013 (most recent of 2 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 |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $89,840 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $78,075 |
HOGANTAYLOR LLP4 years Filed as: HOGAN TAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,898 | $55,125+139.3% | $109,895+20.0% | $86,799+52.0% |
| Participation rate | 99.1% | 70.1%+29.0pp | 74.2%+24.9pp | 72.3%+26.8pp |
| Annual return | 12.63% | 26.20%-13.6pp | 29.45%-16.8pp | 97.91%-85.3pp |
| Employer contribution / active EE | $3,473 | $1,558+122.9% | $2,842+22.2% | $2,405+44.4% |
| Participant deferral / active EE | $4,900 | $3,337+46.8% | $4,048+21.0% | $4,131+18.6% |
| Admin fee / account holder | $314 | $141+122.8% | $6,066-94.8% | $170+85.2% |