Filed April 20, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Claims pro... | $54,686 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY MANAGEMENT LLC Service code 16 · EIN 39-0859910 | Consulting | $25,000 |
JWT & ASSOCIATES, LLP3 years Filed as: JWT & ASSOCIATES. LLP Service code 10 · EIN 47-2718509 | Accounting | $9,750 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,682 | $47,126+77.6% | $149,673-44.1% | $74,419+12.4% |
| Participation rate | 56.8% | 63.4%-6.6pp | 78.8%-22.0pp | 70.7%-13.9pp |
| Annual return | 16.16% | 22.75%-6.6pp | 134.42%-118.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,208 | $1,905-36.6% | $4,818-74.9% | $2,637-54.2% |
| Participant deferral / active EE | $5,237 | $2,728+92.0% | $5,680-7.8% | $4,528+15.7% |
| Admin fee / account holder | $134 | $343-61.0% | $13,210-99.0% | $348-61.6% |