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 SARKIS3 years Service code 13 · EIN 12-8544030 | Contract Administrator | $65,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 | Recordkeeping | $22,235 |
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 | $40,560 | $47,456-14.5% | $172,739-76.5% | $77,787-47.9% |
| Participation rate | 80.2% | 66.3%+13.9pp | 82.6%-2.5pp | 73.2%+7.0pp |
| Annual return | 24.28% | 35.57%-11.3pp | 802.84%-778.6pp | 32.57%-8.3pp |
| Employer contribution / active EE | $1,462 | $1,574-7.1% | $5,143-71.6% | $2,504-41.6% |
| Participant deferral / active EE | $2,722 | $2,560+6.4% | $5,198-47.6% | $3,967-31.4% |
| Admin fee / account holder | $50 | $81-38.0% | $13,954-99.6% | $100-49.9% |