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 BLAIR4+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $28,771 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $940 |
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 | $58,023 | $55,449+4.6% | $83,848-30.8% | $56,287+3.1% |
| Participation rate | 51.9% | 68.0%-16.1pp | 76.1%-24.2pp | 69.9%-17.9pp |
| Annual return | -6.07% | -1.38%-4.7pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $594 | $2,430-75.6% | $3,631-83.6% | $2,111-71.9% |
| Participant deferral / active EE | $3,136 | $2,935+6.8% | $4,082-23.2% | $3,350-6.4% |
| Admin fee / account holder | $7 | $656-98.9% | $5,478-99.9% | $521-98.6% |