Filed April 6, 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 |
|---|---|---|
DUNCAN & HALEY LTD1+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $32,912 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,166 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $9,924 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,698 | $48,277-11.6% | $63,517-32.8% | $55,191-22.6% |
| Participation rate | 0.0% | 69.4%-69.4pp | 71.0%-71.0pp | 69.2%-69.2pp |
| Annual return | 1.87% | 2.37%-0.5pp | -70.30%+72.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $802 | $1,592-49.6% | $2,322-65.4% | $1,899-57.7% |
| Participant deferral / active EE | $2,772 | $2,432+13.9% | $2,953-6.2% | $3,046-9.0% |
| Admin fee / account holder | $137 | $86+59.8% | $5,892-97.7% | $91+51.4% |