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 LLC2 years Filed as: SHERIDAN ROAD ADVISORS Service code 27 · EIN 13-4284240 | Advisory (Plan) | $29,787 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,680 | $69,362+36.5% | $101,248-6.5% | $73,488+28.8% |
| Participation rate | 52.9% | 68.4%-15.4pp | 75.8%-22.9pp | 70.7%-17.7pp |
| Annual return | 16.67% | 18.46%-1.8pp | 46.47%-29.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $341 | $2,628-87.0% | $3,660-90.7% | $2,270-85.0% |
| Participant deferral / active EE | $3,723 | $3,300+12.8% | $4,370-14.8% | $3,740-0.4% |
| Admin fee / account holder | $11 | $704-98.5% | $5,945-99.8% | $513-97.9% |