Filed December 16, 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 |
|---|---|---|
TUCKER ARENSBERG3+ years Filed as: TUCKER FINANCIAL GROUP Service code 27 254 WILTON BLOUNT LOOP · MONTGOMERY, AL 36117 | Advisory (Plan) | $13,968 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,805 | $46,173-78.8% | $170,442-94.2% | $69,631-85.9% |
| Participation rate | 60.6% | 63.9%-3.3pp | 83.6%-23.0pp | 70.7%-10.1pp |
| Annual return | 15.98% | 21.62%-5.6pp | 205.93%-190.0pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,263 | $2,080-39.3% | $4,939-74.4% | $3,224-60.8% |
| Admin fee / account holder | $155 | $116+33.4% | $13,880-98.9% | $110+40.1% |