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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,815 | $55,449+38.5% | $83,848-8.4% | $56,287+36.5% |
| Participation rate | 47.3% | 68.0%-20.7pp | 76.1%-28.9pp | 69.9%-22.6pp |
| Annual return | -5.53% | -1.38%-4.1pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,210 | $2,430-50.2% | $3,631-66.7% | $2,111-42.7% |
| Participant deferral / active EE | $2,276 | $2,935-22.5% | $4,082-44.2% | $3,350-32.1% |
| Admin fee / account holder | $156 | $656-76.2% | $5,478-97.1% | $521-70.0% |