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 LLC5 years Service code 27 · EIN 47-3558396 | Advisory (Plan) | $44,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,294 |
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 | $78,793 | $102,553-23.2% | $151,611-48.0% | $66,914+17.8% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -15.53% | -10.82%-4.7pp | 3.33%-18.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,262 | $4,180+2.0% | $6,166-30.9% | $2,544+67.5% |
| Participant deferral / active EE | $5,021 | $6,641-24.4% | $8,363-40.0% | $4,237+18.5% |
| Admin fee / account holder | $300 | $630-52.3% | $11,616-97.4% | $593-49.4% |