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 |
|---|---|---|
Filed as: SHERIDAN ROAD ADVISORS Service code 27 · EIN 13-4284240 | Advisory (Plan) | $23,358 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,185 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,714 | $63,114+26.3% | $92,893-14.2% | $65,185+22.3% |
| Participation rate | 54.0% | 68.8%-14.8pp | 76.0%-22.0pp | 70.2%-16.2pp |
| Annual return | 24.04% | 28.75%-4.7pp | 109.41%-85.4pp | 29.38%-5.3pp |
| Employer contribution / active EE | $626 | $2,571-75.7% | $3,653-82.9% | $2,177-71.2% |
| Participant deferral / active EE | $3,464 | $3,108+11.5% | $4,236-18.2% | $3,514-1.4% |
| Admin fee / account holder | $10 | $624-98.5% | $5,794-99.8% | $847-98.9% |