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 | $19,815 |
Filed as: R BRUCE TANNER & ASSOCIATES, INC. Service code 99 | Other Fees | $5,661 |
Service code 99 · EIN 58-1396043 | Other Fees | $0 |
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 | $71,371 | $52,884+35.0% | $84,750-15.8% | $55,167+29.4% |
| Participation rate | 46.4% | 67.5%-21.1pp | 76.6%-30.2pp | 69.0%-22.6pp |
| Annual return | 7.73% | 18.03%-10.3pp | 22.78%-15.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,115 | $2,233-50.1% | $3,574-68.8% | $1,963-43.2% |
| Participant deferral / active EE | $2,051 | $2,644-22.4% | $3,712-44.7% | $3,054-32.8% |
| Admin fee / account holder | $253 | $581-56.5% | $5,332-95.3% | $504-49.8% |