Filed September 11, 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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $154,569 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $48,728 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 28 PO BOX 829709 · PHILADELPHIA, PA 19182 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $155,636 | $67,984+128.9% | $65,493+137.6% | $74,304+109.5% |
| Participation rate | 76.5% | 66.3%+10.2pp | 73.1%+3.4pp | 60.3%+16.2pp |
| Annual return | 12.99% | 19.87%-6.9pp | 982.45%-969.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $4,033 | $2,491+61.9% | $2,574+56.7% | $2,241+79.9% |
| Participant deferral / active EE | $6,463 | $3,346+93.1% | $3,961+63.2% | $3,767+71.6% |
| Admin fee / account holder | $6 | $1,373-99.5% | $5,028-99.9% | $2,969-99.8% |