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 REDFIELD3+ years Service code 28 · EIN 38-3398400 | Investment Management | $5,525 |
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 | $69,744 | $31,388+122.2% | $73,545-5.2% | $62,292+12.0% |
| Participation rate | 23.4% | 39.9%-16.5pp | 54.9%-31.6pp | 69.5%-46.1pp |
| Annual return | 17.12% | 25.34%-8.2pp | -15.16%+32.3pp | 28.90%-11.8pp |
| Employer contribution / active EE | $268 | $498-46.1% | $1,219-78.0% | $2,042-86.9% |
| Participant deferral / active EE | $655 | $1,028-36.4% | $1,806-63.8% | $3,169-79.3% |
| Admin fee / account holder | $169 | $299-43.5% | $2,320-92.7% | $479-64.7% |