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 | $44,177 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $35,668 |
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 | $44,635 | $56,152-20.5% | $185,823-76.0% | $73,409-39.2% |
| Participation rate | 59.0% | 67.6%-8.6pp | 78.0%-19.1pp | 72.2%-13.2pp |
| Annual return | 10.47% | 17.59%-7.1pp | 35.95%-25.5pp | 59.29%-48.8pp |
| Employer contribution / active EE | $631 | $1,532-58.8% | $4,087-84.6% | $2,234-71.8% |
| Participant deferral / active EE | $2,872 | $3,659-21.5% | $5,632-49.0% | $3,805-24.5% |
| Admin fee / account holder | $152 | $132+14.7% | $9,500-98.4% | $158-4.0% |