Filed December 30, 2003 (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 |
|---|---|---|
MEEDER ASSET MANAGEMENT, INC3 years Filed as: MEEDER ASSET MANAGEMENT Service code 27 · EIN 31-0841498 | Advisory (Plan) | $9,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,055 | $82,783-44.4% | $133,956-65.6% | $90,288-49.0% |
| Participation rate | 43.0% | 81.3%-38.3pp | 79.8%-36.8pp | 73.4%-30.4pp |
| Annual return | 14.42% | 21.89%-7.5pp | 45.09%-30.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,919-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,696 | $4,291-60.5% | $5,048-66.4% | $4,232-59.9% |
| Admin fee / account holder | $14 | $93-84.8% | $8,927-99.8% | $114-87.6% |