Filed March 25, 2012
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 37 · EIN 04-2647786 | Loan Processing | $39,937 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 47-2587418 | Advisory (Plan) | $32,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,266 | $48,471-19.0% | $182,532-78.5% | $67,579-41.9% |
| Participation rate | 58.9% | 67.2%-8.3pp | 78.0%-19.1pp | 71.3%-12.4pp |
| Annual return | 19.70% | 31.08%-11.4pp | 148.54%-128.8pp | 378.56%-358.9pp |
| Employer contribution / active EE | $514 | $1,461-64.8% | $4,076-87.4% | $2,148-76.1% |
| Participant deferral / active EE | $2,308 | $3,324-30.6% | $5,524-58.2% | $3,539-34.8% |
| Admin fee / account holder | $134 | $151-11.6% | $8,592-98.4% | $142-6.0% |