Filed January 17, 2006
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: IMPACT RETIREMENT ADVISORS Service code 27 · EIN 99-1021446 | Advisory (Plan) | $37,400 |
Service code 10 · EIN 16-1503696 | Accounting | $30,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,575 | $131,799-47.2% | $200,582-65.3% | $85,563-18.7% |
| Participation rate | 92.9% | 87.9%+4.9pp | 86.9%+6.0pp | 66.0%+26.9pp |
| Annual return | 17.28% | 21.59%-4.3pp | 42.33%-25.1pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,769 | $4,532-61.0% | $6,419-72.4% | $2,654-33.3% |
| Participant deferral / active EE | $4,059 | $7,702-47.3% | $9,331-56.5% | $4,375-7.2% |
| Admin fee / account holder | $244 | $235+3.8% | $16,305-98.5% | $834-70.8% |