Filed December 31, 2012
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 |
|---|---|---|
MARK REDFIELD2+ years Service code 28 · EIN 38-3398400 | Investment Management | $5,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,100 | $25,723+160.9% | $69,182-3.0% | $55,167+21.6% |
| Participation rate | 21.5% | 39.4%-18.0pp | 55.1%-33.6pp | 69.0%-47.5pp |
| Annual return | 7.69% | 9.56%-1.9pp | -21.93%+29.6pp | 169.23%-161.5pp |
| Employer contribution / active EE | $239 | $480-50.2% | $1,206-80.2% | $1,963-87.8% |
| Participant deferral / active EE | $586 | $963-39.2% | $1,897-69.1% | $3,054-80.8% |
| Admin fee / account holder | $167 | $365-54.2% | $2,697-93.8% | $504-66.8% |