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 ADVISORS5+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $16,586 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,362 |
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.
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 | $25,706 | $52,293-50.8% | $178,490-85.6% | $73,409-65.0% |
| Participation rate | 37.3% | 65.3%-28.0pp | 81.9%-44.6pp | 72.2%-34.9pp |
| Annual return | 3.34% | 34.75%-31.4pp | 151.07%-147.7pp | 59.29%-55.9pp |
| Employer contribution / active EE | $464 | $1,735-73.2% | $5,011-90.7% | $2,234-79.2% |
| Participant deferral / active EE | $798 | $2,332-65.8% | $5,202-84.7% | $3,805-79.0% |
| Admin fee / account holder | $131 | $127+2.9% | $13,984-99.1% | $158-17.0% |