Filed December 28, 2011
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 27 801 S. FILLMORE STREET · AMARILO, TX 79101 | Advisory (Plan) | $20,260 |
Service code 14 500 CORPORATE PKWY · AMHERST, NY 14226 | Plan Administrator | $8,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,773 | $37,196-33.4% | $154,107-83.9% | $55,725-55.5% |
| Participation rate | 43.2% | 64.1%-20.9pp | 83.0%-39.8pp | 70.9%-27.6pp |
| Annual return | -6.24% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $626 | $1,614-61.2% | $5,298-88.2% | $2,078-69.9% |
| Participant deferral / active EE | $1,471 | $2,068-28.9% | $5,081-71.0% | $3,356-56.2% |
| Admin fee / account holder | $322 | $102+216.7% | $13,411-97.6% | $115+179.3% |