Filed August 9, 2013 (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 |
|---|---|---|
Filed as: DEAN DORTON ALLEN FORD, PPLC Service code 99 · EIN 27-3858252 | Other Fees | $0 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
RJ ROBERTS1 year Service code 99 · EIN 61-1318456 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,676 | $54,368+134.8% | $117,039+9.1% | $62,292+105.0% |
| Participation rate | 57.4% | 64.9%-7.5pp | 77.2%-19.8pp | 69.5%-12.1pp |
| Annual return | 19.46% | 21.77%-2.3pp | 18.95%+0.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $837 | $1,692-50.5% | $3,785-77.9% | $2,042-59.0% |
| Participant deferral / active EE | $1,727 | $2,269-23.9% | $3,929-56.1% | $3,169-45.5% |
| Admin fee / account holder | $57 | $493-88.3% | $5,974-99.0% | $479-88.0% |