Filed June 10, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,472 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $23,624 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $21,356 |
ASSOCIATED PENSION CONSULTANTS11+ years Service code 13 · EIN 94-2456320 | Contract Administrator | $7,378 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,311 | $88,360+74.6% | $145,433+6.1% | $67,986+127.0% |
| Participation rate | 88.3% | 65.5%+22.9pp | 82.1%+6.2pp | 57.2%+31.1pp |
| Annual return | 13.62% | 63.15%-49.5pp | 66.58%-53.0pp | 31.67%-18.0pp |
| Employer contribution / active EE | $2,594 | $3,054-15.0% | $4,554-43.0% | $2,019+28.5% |
| Participant deferral / active EE | $5,757 | $5,932-3.0% | $7,897-27.1% | $3,358+71.4% |
| Admin fee / account holder | $698 | $3,313-78.9% | $13,129-94.7% | $3,203-78.2% |