Filed April 1, 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 |
|---|---|---|
RYAN GUNSAULS & O'DONNELL LLC1+ years Filed as: RYAN, GUNSAULS & O'DONNELL LLC Service code 10 · EIN 84-1157425 | Accounting | $9,650 |
CORNERSTONE CPA GROUP1+ years Filed as: CORNERSTONE CPA GROUP PC Service code 34 · EIN 84-1514056 | Recordkeeping fees; Valuation (apprai... | $8,300 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $8,149 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,343 | $63,924-49.4% | $108,579-70.2% | $55,167-41.4% |
| Participation rate | 90.7% | 74.3%+16.4pp | 79.6%+11.2pp | 69.0%+21.8pp |
| Annual return | 12.03% | 15.31%-3.3pp | -51.70%+63.7pp | 169.23%-157.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $149 | $618-75.9% | $7,645-98.1% | $504-70.5% |