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 ADVISORS7+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $20,232 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,990 | $46,292-41.7% | $143,757-81.2% | $64,808-58.4% |
| Participation rate | 37.6% | 64.2%-26.6pp | 80.3%-42.7pp | 71.5%-33.9pp |
| Annual return | -10.75% | -10.05%-0.7pp | -0.04%-10.7pp | 32.82%-43.6pp |
| Employer contribution / active EE | $581 | $1,910-69.6% | $4,951-88.3% | $2,506-76.8% |
| Participant deferral / active EE | $930 | $2,646-64.8% | $5,637-83.5% | $4,310-78.4% |
| Admin fee / account holder | $167 | $154+8.8% | $14,673-98.9% | $188-10.9% |