Filed March 11, 2010
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: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $9,734 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,913 |
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 | $57,221 | $46,674+22.6% | $117,472-51.3% | $68,494-16.5% |
| Participation rate | 80.6% | 56.8%+23.9pp | 70.6%+10.1pp | 67.9%+12.8pp |
| Annual return | -16.99% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,315 | $1,505+53.9% | $4,176-44.6% | $2,596-10.8% |
| Participant deferral / active EE | $4,752 | $2,636+80.3% | $4,070+16.7% | $4,027+18.0% |
| Admin fee / account holder | $133 | $4,020-96.7% | $5,645-97.6% | $5,403-97.5% |