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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 99 · EIN 58-2608124 | Other Fees | $38,230 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 | Other Services | $6,567 |
THE RETIREMENT ADVANTAGE INC2 years Service code 49 · EIN 39-1816008 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,083 | $64,119+73.2% | $112,228-1.0% | $66,914+66.0% |
| Participation rate | 38.6% | 68.5%-29.8pp | 75.1%-36.4pp | 69.8%-31.2pp |
| Annual return | -17.49% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,267 | $3,005-57.9% | $3,635-65.1% | $2,544-50.2% |
| Participant deferral / active EE | $2,358 | $3,693-36.2% | $4,728-50.1% | $4,237-44.4% |
| Admin fee / account holder | $770 | $625+23.2% | $6,410-88.0% | $593+29.8% |