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 | $58,827 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $42,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,392 | $50,458-2.1% | $159,960-69.1% | $64,808-23.8% |
| Participation rate | 58.7% | 68.0%-9.3pp | 78.0%-19.2pp | 71.5%-12.7pp |
| Annual return | -15.87% | -13.42%-2.5pp | 408.60%-424.5pp | 32.82%-48.7pp |
| Employer contribution / active EE | $609 | $1,722-64.6% | $4,226-85.6% | $2,506-75.7% |
| Participant deferral / active EE | $3,216 | $4,004-19.7% | $6,182-48.0% | $4,310-25.4% |
| Admin fee / account holder | $225 | $706-68.1% | $8,698-97.4% | $188+19.8% |