Filed March 11, 2010
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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $21,477 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,383 | $53,053+55.3% | $126,539-34.9% | $74,304+10.9% |
| Participation rate | 87.5% | 48.0%+39.5pp | 69.8%+17.7pp | 60.3%+27.2pp |
| Annual return | 17.40% | 29.46%-12.1pp | 425.95%-408.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,734 | $1,168+134.2% | $3,674-25.6% | $2,241+22.0% |
| Participant deferral / active EE | $6,220 | $2,303+170.1% | $4,083+52.4% | $3,767+65.1% |
| Admin fee / account holder | $158 | $3,698-95.7% | $6,065-97.4% | $2,969-94.7% |