Filed March 11, 2014 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $111,734 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 35-0145825 | Investment Management | $64,000 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $7,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,177 | $53,199-43.3% | $155,567-80.6% | $199,768-84.9% |
| Participation rate | 43.7% | 64.1%-20.4pp | 78.2%-34.5pp | 72.0%-28.3pp |
| Annual return | 16.50% | 41.17%-24.7pp | 64.74%-48.2pp | 34.26%-17.8pp |
| Employer contribution / active EE | $1,106 | $1,852-40.3% | $4,674-76.3% | $3,037-63.6% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $15,916-100.0% | $269-99.9% |