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 ADVISORS8 years Service code 15 · EIN 39-1828175 | Recordkeeping | $35,005 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,484 |
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 | $364,284 | $78,485+364.1% | $106,213+243.0% | $74,495+389.0% |
| Participation rate | 96.2% | 72.8%+23.3pp | 75.3%+20.9pp | 67.2%+29.0pp |
| Annual return | 15.12% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $16,596 | $2,523+557.9% | $3,171+423.3% | $2,623+532.7% |
| Participant deferral / active EE | $12,145 | $4,322+181.0% | $5,016+142.1% | $4,346+179.5% |
| Admin fee / account holder | $184 | $2,232-91.8% | $11,033-98.3% | $1,942-90.5% |