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 ADVISORS10+ years Service code 27 9933 DUPONT CIRCLE DRIVE WEST · FORT WAYNE, IN 46825 | Advisory (Plan) | $18,443 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,085 |
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 | $30,739 | $49,915-38.4% | $154,803-80.1% | $74,304-58.6% |
| Participation rate | 47.0% | 54.0%-7.0pp | 78.1%-31.1pp | 60.3%-13.3pp |
| Annual return | 12.23% | 34.06%-21.8pp | 58.88%-46.7pp | 29.43%-17.2pp |
| Employer contribution / active EE | $843 | $1,611-47.7% | $4,305-80.4% | $2,241-62.4% |
| Participant deferral / active EE | $1,411 | $2,255-37.4% | $5,540-74.5% | $3,767-62.5% |
| Admin fee / account holder | $171 | $2,189-92.2% | $14,329-98.8% | $2,969-94.3% |