Filed October 21, 2008 (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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $15,529 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $13,723 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 13 | Contract Administrator | $4,647 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,583 | $52,293-10.9% | $178,490-73.9% | $73,409-36.5% |
| Participation rate | 35.9% | 65.3%-29.4pp | 81.9%-46.0pp | 72.2%-36.2pp |
| Annual return | 16.37% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $612 | $1,735-64.7% | $5,011-87.8% | $2,234-72.6% |
| Participant deferral / active EE | $1,041 | $2,332-55.3% | $5,202-80.0% | $3,805-72.6% |
| Admin fee / account holder | $119 | $127-6.2% | $13,984-99.1% | $158-24.3% |