Filed May 20, 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,753 |
GWN SECURITIES, INC6 years Service code 22 11440 N. JOG ROAD · PALM BEACH GARDENS, FL 33418 | Insurance Broker | $14,881 |
INWEST RETIREMENT SOLUTIONS8+ years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $3,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,928 | $130,194-77.8% | $169,993-83.0% | $71,457-59.5% |
| Participation rate | 74.3% | 86.1%-11.8pp | 87.0%-12.7pp | 67.9%+6.4pp |
| Annual return | 18.73% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,792 | $4,381-59.1% | $6,785-73.6% | $2,588-30.8% |
| Participant deferral / active EE | $2,602 | $6,923-62.4% | $10,408-75.0% | $4,289-39.3% |
| Admin fee / account holder | $164 | $966-83.0% | $12,815-98.7% | $1,587-89.7% |