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 |
|---|---|---|
NAVIGATION FINANCIAL GROUP3 years Service code 27 801 S. FILLMORE STREET · AMARILO, TX 79101 | Advisory (Plan) | $38,916 |
Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $15,189 |
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 | $39,841 | $52,293-23.8% | $178,490-77.7% | $73,409-45.7% |
| Participation rate | 42.0% | 65.3%-23.3pp | 81.9%-39.9pp | 72.2%-30.2pp |
| Annual return | 11.56% | 34.75%-23.2pp | 151.07%-139.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $669 | $1,735-61.5% | $5,011-86.7% | $2,234-70.1% |
| Participant deferral / active EE | $1,609 | $2,332-31.0% | $5,202-69.1% | $3,805-57.7% |
| Admin fee / account holder | $353 | $127+177.5% | $13,984-97.5% | $158+123.8% |