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 ADVISORS4+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $18,598 |
MCMAHON MARTIN1 year Filed as: MCMAHON & ASSOCIATES Service code 10 10010 CALUMENT AVE · MUNSTER, IN 46321 | Accounting | $6,500 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,379 |
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.
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 | $32,061 | $62,928-49.1% | $172,739-81.4% | $67,579-52.6% |
| Participation rate | 34.5% | 64.5%-30.0pp | 82.6%-48.2pp | 71.3%-36.8pp |
| Annual return | 5.11% | 30.36%-25.3pp | 802.84%-797.7pp | 378.56%-373.4pp |
| Employer contribution / active EE | $433 | $1,636-73.5% | $5,143-91.6% | $2,148-79.8% |
| Participant deferral / active EE | $737 | $2,145-65.7% | $5,198-85.8% | $3,539-79.2% |
| Admin fee / account holder | $236 | $167+41.9% | $13,954-98.3% | $142+66.1% |