Filed July 12, 2012 (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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6 years Service code 15 · EIN 39-1828175 | Recordkeeping | $34,655 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,760 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,508 | $72,607+309.8% | $90,749+227.8% | $66,914+344.6% |
| Participation rate | 98.1% | 73.7%+24.4pp | 75.7%+22.4pp | 69.8%+28.3pp |
| Annual return | -14.24% | -12.28%-2.0pp | -12.16%-2.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $14,637 | $2,369+517.9% | $2,921+401.1% | $2,544+475.3% |
| Participant deferral / active EE | $11,278 | $3,977+183.5% | $4,564+147.1% | $4,237+166.2% |
| Admin fee / account holder | $291 | $707-58.9% | $8,445-96.6% | $593-50.9% |