Filed August 11, 2012 (most recent of 3 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 |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $52,723 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $37,747 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,508 | $106,110-85.4% | $147,005-89.5% | $77,671-80.0% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 14.43% | 56.77%-42.3pp | 418.76%-404.3pp | 31.21%-16.8pp |
| Employer contribution / active EE | $2,499 | $4,065-38.5% | $4,934-49.3% | $2,726-8.3% |
| Participant deferral / active EE | $2,108 | $7,992-73.6% | $8,070-73.9% | $4,648-54.6% |
| Admin fee / account holder | $78 | $338-76.8% | $13,006-99.4% | $430-81.8% |