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 ADVISORS8+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $17,968 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,941 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,019 | $61,272-62.4% | $149,673-84.6% | $71,457-67.8% |
| Participation rate | 51.4% | 62.5%-11.1pp | 78.8%-27.4pp | 67.9%-16.6pp |
| Annual return | 7.18% | 35.85%-28.7pp | 134.42%-127.2pp | 28.85%-21.7pp |
| Employer contribution / active EE | $909 | $2,378-61.8% | $4,818-81.1% | $2,588-64.9% |
| Participant deferral / active EE | $1,466 | $2,917-49.8% | $5,680-74.2% | $4,289-65.8% |
| Admin fee / account holder | $174 | $1,261-86.2% | $13,210-98.7% | $1,587-89.0% |