Filed July 30, 2013
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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Filed as: FIRST MERCANTILE TRUST CO Service code 26 · EIN 62-0951563 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Advisory (Participants) | $570 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HWY · SAN RAFAEL, CA 94093 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,851 | $72,770-78.2% | $67,652-76.6% | $55,191-71.3% |
| Participation rate | 43.7% | 78.8%-35.1pp | 75.7%-32.0pp | 69.2%-25.5pp |
| Annual return | -1.75% | -3.26%+1.5pp | 6625.04%-6626.8pp | 10.78%-12.5pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $868 | $3,408-74.5% | $3,560-75.6% | $3,046-71.5% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |