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 ADVISORS3+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $14,753 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,437 |
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 | $32,630 | $47,977-32.0% | $154,107-78.8% | $56,287-42.0% |
| Participation rate | 32.1% | 66.2%-34.1pp | 83.0%-50.9pp | 69.9%-37.7pp |
| Annual return | 8.27% | 3.54%+4.7pp | 735.12%-726.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $418 | $2,169-80.7% | $5,298-92.1% | $2,111-80.2% |
| Participant deferral / active EE | $737 | $2,392-69.2% | $5,081-85.5% | $3,350-78.0% |
| Admin fee / account holder | $165 | $438-62.3% | $13,411-98.8% | $521-68.3% |