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 |
|---|---|---|
Filed as: RYAN, GUNSAULS & O'DONNEL Service code 10 · EIN 45-5297192 | Accounting | $11,000 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $8,907 |
Filed as: CORNERSTONE Service code 34 · EIN 46-1716255 | Other fees; Valuation (appraisals, etc.) | $8,500 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,026 | $81,474-44.7% | $133,956-66.4% | $73,488-38.7% |
| Participation rate | 98.8% | 76.4%+22.4pp | 79.8%+19.0pp | 70.7%+28.1pp |
| Annual return | 17.16% | 19.40%-2.2pp | 45.09%-27.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $768 | $2,209-65.2% | $3,919-80.4% | $2,270-66.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $150 | $713-78.9% | $8,927-98.3% | $513-70.7% |