Filed December 27, 2011
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 99 · EIN 58-2608124 | Other Fees | $16,273 |
Filed as: R BRUCE TANNER & ASSOCIATES, INC. Service code 99 | Other Fees | $4,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,710 | $50,464+28.2% | $75,781-14.6% | $52,331+23.7% |
| Participation rate | 45.7% | 66.8%-21.1pp | 75.8%-30.1pp | 68.1%-22.4pp |
| Annual return | 14.15% | 1.03%+13.1pp | 9.68%+4.5pp | 4.54%+9.6pp |
| Employer contribution / active EE | $1,055 | $1,988-46.9% | $3,323-68.3% | $1,882-43.9% |
| Participant deferral / active EE | $1,908 | $2,570-25.8% | $3,651-47.7% | $3,022-36.9% |
| Admin fee / account holder | $266 | $1,103-75.9% | $5,299-95.0% | $592-55.0% |