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 COUNCIL3 years Filed as: ADVISOR Service code 99 | Other Fees | $18,047 |
OTHER3 years Filed as: OTHER SERVICES Service code 49 | Other Services | $5,331 |
INVESTMENT ADVISORY-PLAN1 year Filed as: INVESTMENT ADVISORY (PLAN) Service code 27 | Advisory (Plan) | $1,334 |
BENEFITS ADMINISTRATORS, LLC3 years Filed as: ERAS, LLC Service code 49 269 W MAIN ST STE 700 · LEXINGTON, KY 40507 | Other Services | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,489 | $80,138-32.0% | $130,231-58.2% | $71,457-23.7% |
| Participation rate | 73.6% | 71.0%+2.6pp | 76.3%-2.7pp | 67.9%+5.7pp |
| Annual return | 14.91% | 16.81%-1.9pp | 38.77%-23.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $4,824 | $2,834+70.2% | $4,126+16.9% | $2,588+86.4% |
| Participant deferral / active EE | $2,782 | $4,641-40.1% | $6,799-59.1% | $4,289-35.1% |
| Admin fee / account holder | $54 | $1,035-94.8% | $6,020-99.1% | $1,587-96.6% |