Filed September 26, 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 |
|---|---|---|
EXENCIAL WEALTH ADVISORS LLC3 years Service code 27 · EIN 47-3558396 | Advisory (Plan) | $37,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,521 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,996 | $136,307-28.1% | $177,821-44.9% | $73,488+33.3% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 15.34% | 18.68%-3.3pp | 48.32%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $4,385 | $3,712+18.1% | $5,918-25.9% | $2,270+93.1% |
| Participant deferral / active EE | $5,065 | $5,829-13.1% | $7,714-34.3% | $3,740+35.5% |
| Admin fee / account holder | $293 | $596-50.7% | $12,427-97.6% | $513-42.8% |