Filed August 14, 2008
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 |
|---|---|---|
INVESTMENT ADVISORS CORP3 years Service code 27 · EIN 42-1464239 | Advisory (Plan) | $53,146 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,242 |
CORRELL CO.3 years Filed as: CORRELL CO Service code 13 · EIN 36-3492086 | Contract Administrator | $14,441 |
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 | $30,653 | $37,196-17.6% | $154,107-80.1% | $55,725-45.0% |
| Participation rate | 29.8% | 64.1%-34.3pp | 83.0%-53.2pp | 70.9%-41.0pp |
| Annual return | -6.92% | 1319.68%-1326.6pp | 735.12%-742.0pp | 244.93%-251.9pp |
| Employer contribution / active EE | $387 | $1,614-76.0% | $5,298-92.7% | $2,078-81.4% |
| Participant deferral / active EE | $1,090 | $2,068-47.3% | $5,081-78.5% | $3,356-67.5% |
| Admin fee / account holder | $211 | $102+108.0% | $13,411-98.4% | $115+83.5% |