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) | $55,938 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,605 |
CORRELL CO.9 years Filed as: CORRELL CO Service code 13 · EIN 36-3492086 | Contract Administrator | $21,807 |
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.
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 | $24,213 | $50,815-52.4% | $155,509-84.4% | $77,643-68.8% |
| Participation rate | 53.0% | 63.1%-10.2pp | 78.2%-25.2pp | 70.6%-17.6pp |
| Annual return | 8.50% | 34.80%-26.3pp | 64.67%-56.2pp | 31.24%-22.7pp |
| Employer contribution / active EE | $486 | $1,993-75.6% | $4,672-89.6% | $2,726-82.2% |
| Participant deferral / active EE | $1,387 | $2,822-50.9% | $5,626-75.3% | $4,647-70.2% |
| Admin fee / account holder | $142 | $437-67.5% | $15,912-99.1% | $430-67.0% |