Filed March 30, 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 |
|---|---|---|
TRI-AD ACTUARIES, INC.8 years Service code 13 · EIN 95-2887986 | Contract Administrator | $125,657 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $45,135 | $50,982-11.5% | $154,803-70.8% | $85,563-47.2% |
| Participation rate | 73.2% | 59.8%+13.4pp | 78.1%-4.9pp | 66.0%+7.2pp |
| Annual return | 11.15% | 30.35%-19.2pp | 58.88%-47.7pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,555 | $1,708-9.0% | $4,305-63.9% | $2,654-41.4% |
| Participant deferral / active EE | $2,208 | $2,474-10.7% | $5,540-60.1% | $4,375-49.5% |
| Admin fee / account holder | $457 | $846-46.0% | $14,329-96.8% | $834-45.2% |