Filed December 31, 2016 (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 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 13 · EIN 42-0127290 | Contract Administrator | $30,167 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 41-2016508 | Advisory (Plan) | $25,587 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES L Service code 13 · EIN 52-2025778 | Contract Administrator | $9,941 |
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 | $44,488 | $101,317-56.1% | $146,958-69.7% | $74,495-40.3% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.4pp |
| Annual return | 16.11% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $676 | $3,810-82.3% | $4,933-86.3% | $2,623-74.2% |
| Participant deferral / active EE | $4,556 | $7,303-37.6% | $8,070-43.5% | $4,346+4.8% |
| Admin fee / account holder | $258 | $1,739-85.2% | $12,998-98.0% | $1,942-86.7% |