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 |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $50,657 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,524 |
CORRELL CO.8 years Filed as: CORRELL CO Service code 13 · EIN 36-3492086 | Contract Administrator | $6,547 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,284 | $47,126-18.8% | $149,673-74.4% | $74,419-48.6% |
| Participation rate | 22.0% | 63.4%-41.3pp | 78.8%-56.7pp | 70.7%-48.7pp |
| Annual return | 12.73% | 22.75%-10.0pp | 134.42%-121.7pp | 34.38%-21.6pp |
| Employer contribution / active EE | $361 | $1,905-81.1% | $4,818-92.5% | $2,637-86.3% |
| Participant deferral / active EE | $1,006 | $2,728-63.1% | $5,680-82.3% | $4,528-77.8% |
| Admin fee / account holder | $164 | $343-52.1% | $13,210-98.8% | $348-52.8% |