Filed October 22, 2008 (most recent of 3 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 |
|---|---|---|
Filed as: RETIREMENT CONSULTING GROUP Service code 26 · EIN 91-1769299 | Advisory (Participants) | $34,521 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,556 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 | Advisory (Participants) | $5,476 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,429 | $111,491-27.0% | $189,513-57.0% | $86,799-6.2% |
| Participation rate | 90.8% | 87.3%+3.4pp | 87.8%+3.0pp | 72.3%+18.5pp |
| Annual return | 16.52% | 83.50%-67.0pp | 555.15%-538.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $4,506 | $3,951+14.0% | $6,162-26.9% | $2,405+87.3% |
| Participant deferral / active EE | $4,293 | $6,437-33.3% | $8,221-47.8% | $4,131+3.9% |
| Admin fee / account holder | $207 | $189+9.8% | $12,045-98.3% | $170+22.2% |