Filed June 26, 2012 (most recent of 5 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 |
|---|---|---|
WADE SARKIS2 years Service code 13 · EIN 12-8544030 | Contract Administrator | $52,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 | Recordkeeping | $21,956 |
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 | $34,043 | $45,382-25.0% | $154,107-77.9% | $75,289-54.8% |
| Participation rate | 78.0% | 65.9%+12.1pp | 83.0%-5.0pp | 72.4%+5.6pp |
| Annual return | -4.48% | -0.47%-4.0pp | 735.12%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,294 | $1,533-15.6% | $5,298-75.6% | $2,405-46.2% |
| Participant deferral / active EE | $2,360 | $2,384-1.0% | $5,081-53.6% | $3,739-36.9% |
| Admin fee / account holder | $44 | $89-50.4% | $13,411-99.7% | $102-56.7% |