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 | $100,923+52.9% | $150,045+2.8% | $74,304+107.7% |
| Participation rate | 88.3% | 70.1%+18.3pp | 82.3%+6.0pp | 60.3%+28.0pp |
| Annual return | 13.62% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,594 | $3,463-25.1% | $4,693-44.7% | $2,241+15.8% |
| Participant deferral / active EE | $5,757 | $6,709-14.2% | $7,997-28.0% | $3,767+52.8% |
| Admin fee / account holder | $698 | $2,767-74.8% | $13,435-94.8% | $2,969-76.5% |