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 ADVISORS9 years Service code 15 · EIN 39-1828175 | Recordkeeping | $36,206 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,107 |
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 | $407,154 | $84,556+381.5% | $116,228+250.3% | $74,304+448.0% |
| Participation rate | 99.2% | 66.0%+33.1pp | 74.6%+24.6pp | 60.3%+38.8pp |
| Annual return | 15.10% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.3pp |
| Employer contribution / active EE | $17,215 | $2,168+694.2% | $2,994+474.9% | $2,241+668.1% |
| Participant deferral / active EE | $12,585 | $3,814+229.9% | $4,953+154.1% | $3,767+234.1% |
| Admin fee / account holder | $189 | $3,792-95.0% | $11,989-98.4% | $2,969-93.6% |