Filed August 31, 2016
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC1+ years Service code 27 · EIN 26-0237809 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $13,742 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS Service code 14 · EIN 35-2015845 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Plan Administrator | $7,259 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,350 | $50,815-79.6% | $155,509-93.3% | $77,643-86.7% |
| Participation rate | 77.3% | 63.1%+14.2pp | 78.2%-0.9pp | 70.6%+6.7pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $752 | $1,993-62.2% | $4,672-83.9% | $2,726-72.4% |
| Participant deferral / active EE | $1,313 | $2,822-53.5% | $5,626-76.7% | $4,647-71.8% |
| Admin fee / account holder | $38 | $437-91.3% | $15,912-99.8% | $430-91.2% |