Filed December 14, 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 |
|---|---|---|
SES ADVISORS, INC.1 year Service code 14 402 WALL ST, SUITE 42 · VALPARAISO, IN 46383 | Plan Administrator | $10,810 |
ADAMY VALUATION ADVISORS INC2 years Filed as: ADAMY VALUATION ADVISORS, INC. Service code 34 50 LOUIS ST. NW SUITE 405 · GRAND RAPIDS, MI 49503 | Direct payment from the plan; Valuati... | $10,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,741 | $44,873-49.3% | $79,464-71.4% | $56,287-59.6% |
| Participation rate | 99.2% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | 25.57% | 0.81%+24.8pp | 718.14%-692.6pp | -9.96%+35.5pp |
| Employer contribution / active EE | $9 | $2,140-99.6% | $2,800-99.7% | $2,111-99.6% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $221 | $418-47.2% | $5,113-95.7% | $521-57.6% |