Filed October 8, 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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: SHERIDAN ROAD FINANCIAL Service code 27 · EIN 13-4284239 | Advisory (Plan) | $11,325 |
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $11,198 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $285 |
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 | $47,380 | $50,464-6.1% | $75,781-37.5% | $52,331-9.5% |
| Participation rate | 49.5% | 66.8%-17.3pp | 75.8%-26.3pp | 68.1%-18.6pp |
| Annual return | -0.49% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $485 | $1,988-75.6% | $3,323-85.4% | $1,882-74.2% |
| Participant deferral / active EE | $2,505 | $2,570-2.6% | $3,651-31.4% | $3,022-17.1% |
| Admin fee / account holder | $2 | $1,103-99.8% | $5,299-100.0% | $592-99.6% |