Filed June 17, 2013
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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $20,478 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $10,359 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Direct paym... | $10,124 |
UNITED OF OMAHA1 year Service code 37 · EIN 47-0322111 | Loan Processing | $6,566 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,156 | $68,547+78.2% | $120,354+1.5% | $80,856+51.1% |
| Participation rate | 90.9% | 61.6%+29.3pp | 71.9%+19.0pp | 67.6%+23.3pp |
| Annual return | 9.83% | 23.60%-13.8pp | 107.15%-97.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $8,402 | $2,051+309.6% | $3,463+142.7% | $2,755+205.0% |
| Participant deferral / active EE | $6,387 | $3,173+101.3% | $4,991+28.0% | $4,296+48.7% |
| Admin fee / account holder | $485 | $5,732-91.5% | $9,423-94.9% | $6,918-93.0% |