Filed June 13, 2011 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $113,790 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $51,544 |
SENSIBA SAN FILIPPO LLP2 years Filed as: SENSIBA Service code 99 · EIN 94-2370906 | Other Fees | $18,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,343 |
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 | $161,226 | $96,484+67.1% | $156,263+3.2% | $74,304+117.0% |
| Participation rate | 97.2% | 67.7%+29.6pp | 78.9%+18.3pp | 60.3%+36.9pp |
| Annual return | 16.42% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,964 | $4,286+132.5% | $6,158+61.8% | $3,767+164.5% |
| Admin fee / account holder | $613 | $3,728-83.6% | $14,255-95.7% | $2,969-79.4% |