Filed January 25, 2013 (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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL2 years Filed as: ADVISOR Service code 99 | Other Fees | $0 |
BENEFITS ADMINISTRATORS, LLC2 years Filed as: ERAS, LLC Service code 49 269 W MAIN ST STE 700 · LEXINGTON, KY 40507 | Other Services | $0 |
OTHER2 years Filed as: OTHER SERVICES Service code 49 | Other Services | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,855 | $69,848-37.2% | $115,756-62.1% | $66,914-34.5% |
| Participation rate | 83.2% | 70.6%+12.5pp | 77.1%+6.1pp | 69.8%+13.4pp |
| Annual return | -14.01% | 969.66%-983.7pp | 143.14%-157.1pp | 1.58%-15.6pp |
| Employer contribution / active EE | $6,198 | $2,613+137.2% | $3,793+63.4% | $2,544+143.6% |
| Participant deferral / active EE | $3,068 | $4,274-28.2% | $6,254-50.9% | $4,237-27.6% |
| Admin fee / account holder | $43 | $337-87.1% | $8,124-99.5% | $593-92.7% |