Filed September 24, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
TRUE TYPE PRINTING CO, INC.2 years Filed as: TRUE RETIREMENT Service code 27 · EIN 21-0435466 | Advisory (Plan) | $22,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,360 |
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 | $33,087 | $62,267-46.9% | $110,238-70.0% | $55,725-40.6% |
| Participation rate | 59.1% | 78.1%-19.0pp | 79.8%-20.7pp | 70.9%-11.8pp |
| Annual return | -8.61% | -1.07%-7.5pp | 314.74%-323.3pp | 244.93%-253.5pp |
| Employer contribution / active EE | $666 | $1,941-65.7% | $3,826-82.6% | $2,078-67.9% |
| Participant deferral / active EE | $2,609 | $3,516-25.8% | $4,672-44.1% | $3,356-22.2% |
| Admin fee / account holder | $140 | $121+15.5% | $8,547-98.4% | $115+21.2% |