Filed October 2, 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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 RETIREMENT PLAN CONSULTING · WALTHAM, MA 024533483 | Advisory (Plan) | $18,165 |
UNIGLOBAL PENSION PLANNING, INC.1+ years Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109 | Contract Administrator | $2,595 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,388 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,770 | $70,002-64.6% | $115,037-78.5% | $52,331-52.7% |
| Participation rate | 73.9% | 72.1%+1.8pp | 81.4%-7.5pp | 68.1%+5.8pp |
| Annual return | 0.37% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,010 | $2,715-62.8% | $4,608-78.1% | $1,882-46.3% |
| Participant deferral / active EE | $2,612 | $4,920-46.9% | $6,026-56.7% | $3,022-13.6% |
| Admin fee / account holder | $13 | $566-97.7% | $8,175-99.8% | $592-97.8% |