Filed January 17, 2006
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 8-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 26 · EIN 71-0294708 | Advisory (Participants) | $106,718 |
Service code 99 · EIN 61-1758632 | Other Fees | $25,587 |
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE DIMENSIONS, INC. Service code 99 4920 W CYPRESS ST. · TAMPA, FL 33607 | Other Fees | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,419 | $50,127-21.4% | $149,673-73.7% | $80,160-50.8% |
| Participation rate | 69.3% | 64.3%+5.0pp | 78.8%-9.5pp | 72.9%-3.6pp |
| Annual return | 19.26% | 29.82%-10.6pp | 134.42%-115.2pp | 40.38%-21.1pp |
| Employer contribution / active EE | $10 | $1,865-99.5% | $4,818-99.8% | $2,978-99.7% |
| Participant deferral / active EE | $4,608 | $3,194+44.3% | $5,680-18.9% | $5,017-8.2% |
| Admin fee / account holder | $111 | $153-27.0% | $13,210-99.2% | $145-23.1% |