Filed August 9, 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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $11,942 |
ATTEBERRY/SEARLE, INC.1+ years Filed as: ATTEBERRY/SEARLE, INCORPORATED Service code 13 · EIN 68-0082549 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $11,388 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,846 | $38,595+62.8% | $80,004-21.4% | $52,331+20.1% |
| Participation rate | 47.4% | 64.5%-17.1pp | 73.0%-25.6pp | 68.1%-20.7pp |
| Annual return | 0.98% | 2.04%-1.1pp | 7.63%-6.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $432 | $1,133-61.9% | $2,473-82.5% | $1,882-77.1% |
| Participant deferral / active EE | $2,231 | $2,318-3.8% | $3,204-30.4% | $3,022-26.2% |
| Admin fee / account holder | $210 | $304-31.0% | $5,033-95.8% | $592-64.5% |