Filed March 10, 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 |
|---|---|---|
TRIAD ADVISORS INC1+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $25,101 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,828 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 O ST · LINCOLN, NE 68510 | Other Commissions | $19,507 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Other Commissions | $7,958 |
T. E. LOTT AND COMPANY1+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 10 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Accounting | $6,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,728 |
NEW ENGLAND SECURITIES1+ years Service code 55 PO BOX 6901 · SOMERSET, NJ 088756901 | Other Commissions | $817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,199 | $57,096+21.2% | $94,224-26.6% | $55,191+25.4% |
| Participation rate | 59.6% | 75.7%-16.1pp | 78.8%-19.2pp | 69.2%-9.6pp |
| Annual return | 0.76% | 159.65%-158.9pp | 10.68%-9.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $940 | $1,708-45.0% | $3,587-73.8% | $1,899-50.5% |
| Participant deferral / active EE | $2,869 | $3,165-9.4% | $4,320-33.6% | $3,046-5.8% |
| Admin fee / account holder | $86 | $89-4.1% | $6,269-98.6% | $91-5.7% |