Filed October 11, 2011 (most recent of 3 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $41,249 |
C E S INS AGENCY INC2+ years Service code 53 · EIN 04-2865307 | Insurance Commissions | $37,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,550 | $68,408-10.0% | $57,179+7.6% | $57,658+6.7% |
| Participation rate | 67.2% | 79.1%-12.0pp | 75.3%-8.2pp | 70.2%-3.1pp |
| Annual return | 8.98% | 8.51%+0.5pp | 14.59%-5.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,721 | $2,869-5.2% | $2,682+1.5% | $1,974+37.9% |
| Participant deferral / active EE | $3,288 | $2,903+13.2% | $3,096+6.2% | $3,061+7.4% |
| Admin fee / account holder | $165 | $70+137.3% | $3,139-94.7% | $95+74.8% |