Filed March 13, 2009
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 |
|---|---|---|
Service code 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $68,960 |
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.
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 | $53,008 | $79,124-33.0% | $60,874-12.9% | $64,808-18.2% |
| Participation rate | 56.5% | 77.7%-21.3pp | 73.1%-16.7pp | 71.5%-15.0pp |
| Annual return | -13.24% | -7.13%-6.1pp | 16.90%-30.1pp | 32.82%-46.1pp |
| Employer contribution / active EE | $315 | $3,050-89.7% | $2,701-88.3% | $2,506-87.4% |
| Participant deferral / active EE | $2,940 | $3,725-21.1% | $3,817-23.0% | $4,310-31.8% |
| Admin fee / account holder | $104 | $106-1.1% | $3,224-96.8% | $188-44.4% |