Filed May 24, 2012
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 9-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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC1+ years Filed as: HD VEST INSURANCE AGENCY LLC Service code 15 · EIN 75-2787410 6333 N. STATE HWY 161 · IRVING, TX 75038 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,943 | $63,924-68.8% | $108,579-81.6% | $55,167-63.9% |
| Participation rate | 61.5% | 74.3%-12.9pp | 79.6%-18.1pp | 69.0%-7.5pp |
| Annual return | 10.41% | 15.31%-4.9pp | -51.70%+62.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $257 | $1,879-86.3% | $3,758-93.2% | $1,963-86.9% |
| Participant deferral / active EE | $2,008 | $3,067-34.5% | $4,311-53.4% | $3,054-34.3% |
| Admin fee / account holder | $8 | $618-98.8% | $7,645-99.9% | $504-98.5% |