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 | $24,106 |
Filed as: R BRUCE TANNER & ASSOCIATES, INC. Service code 99 | Other Fees | $6,888 |
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 | $90,981 | $58,726+54.9% | $92,233-1.4% | $62,292+46.1% |
| Participation rate | 45.7% | 68.3%-22.6pp | 76.5%-30.7pp | 69.5%-23.8pp |
| Annual return | 18.51% | 43.62%-25.1pp | 176.28%-157.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,199 | $2,392-49.9% | $3,679-67.4% | $2,042-41.3% |
| Participant deferral / active EE | $2,228 | $2,766-19.5% | $3,897-42.8% | $3,169-29.7% |
| Admin fee / account holder | $257 | $556-53.7% | $5,194-95.0% | $479-46.3% |