Filed June 5, 2013
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 |
|---|---|---|
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST ASSET Service code 27 PO BOX 1515 · LOWELL, AR 72742 | Advisory (Plan) | $6,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,932 | $47,977-35.5% | $154,107-79.9% | $56,287-45.0% |
| Participation rate | 46.9% | 66.2%-19.3pp | 83.0%-36.2pp | 69.9%-23.0pp |
| Annual return | 2.45% | 3.54%-1.1pp | 735.12%-732.7pp | -9.96%+12.4pp |
| Employer contribution / active EE | $698 | $2,169-67.8% | $5,298-86.8% | $2,111-66.9% |
| Participant deferral / active EE | $1,592 | $2,392-33.4% | $5,081-68.7% | $3,350-52.5% |
| Admin fee / account holder | $79 | $438-82.0% | $13,411-99.4% | $521-84.9% |