Filed March 18, 2010
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 |
|---|---|---|
COMPASS FINANCIAL ADVISORS2+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $12,507 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,118 | $55,453-49.3% | $170,442-83.5% | $62,292-54.9% |
| Participation rate | 34.3% | 66.4%-32.0pp | 83.6%-49.3pp | 69.5%-35.2pp |
| Annual return | 12.40% | 21.38%-9.0pp | 205.93%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $431 | $2,164-80.1% | $5,433-92.1% | $2,042-78.9% |
| Participant deferral / active EE | $725 | $2,303-68.5% | $4,939-85.3% | $3,169-77.1% |
| Admin fee / account holder | $161 | $455-64.7% | $13,880-98.8% | $479-66.5% |