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 CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $12,917 |
ATTEBERRY/SEARLE, INC.2+ years Filed as: ATTEBERRY/SEARLE, INCORPORATED Service code 13 · EIN 68-0082549 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $10,580 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,440 | $42,772+50.7% | $87,507-26.4% | $55,167+16.8% |
| Participation rate | 47.5% | 66.5%-19.0pp | 73.8%-26.4pp | 69.0%-21.5pp |
| Annual return | 6.71% | 21.20%-14.5pp | 12.21%-5.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $437 | $1,277-65.8% | $2,550-82.9% | $1,963-77.7% |
| Participant deferral / active EE | $2,231 | $2,342-4.8% | $3,149-29.2% | $3,054-27.0% |
| Admin fee / account holder | $183 | $461-60.4% | $4,221-95.7% | $504-63.8% |