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 |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,601 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $573 |
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 | $61,968 | $58,726+5.5% | $92,233-32.8% | $62,292-0.5% |
| Participation rate | 45.0% | 68.3%-23.3pp | 76.5%-31.5pp | 69.5%-24.5pp |
| Annual return | 16.24% | 43.62%-27.4pp | 176.28%-160.0pp | 28.90%-12.7pp |
| Employer contribution / active EE | $506 | $2,392-78.8% | $3,679-86.2% | $2,042-75.2% |
| Participant deferral / active EE | $2,614 | $2,766-5.5% | $3,897-32.9% | $3,169-17.5% |
| Admin fee / account holder | $4 | $556-99.2% | $5,194-99.9% | $479-99.1% |