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 LLC4 years Service code 27 · EIN 47-3558396 | Advisory (Plan) | $44,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,220 |
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 | $97,767 | $121,341-19.4% | $189,513-48.4% | $79,386+23.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.48% | 21.08%-5.6pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $4,052 | $3,915+3.5% | $6,162-34.2% | $2,427+66.9% |
| Participant deferral / active EE | $5,150 | $6,395-19.5% | $8,221-37.4% | $4,046+27.3% |
| Admin fee / account holder | $300 | $651-53.9% | $12,045-97.5% | $626-52.1% |