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 CORP3+ years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $15,119 |
ATTEBERRY/SEARLE, INC.3+ years Filed as: ATTEBERRY/SEARLE, INCORPORATED Service code 13 · EIN 68-0082549 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $10,845 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,437 | $47,448+54.8% | $94,993-22.7% | $62,292+17.9% |
| Participation rate | 46.9% | 66.5%-19.6pp | 73.9%-27.0pp | 69.5%-22.7pp |
| Annual return | 16.61% | 22.64%-6.0pp | 27.12%-10.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $406 | $1,300-68.8% | $2,603-84.4% | $2,042-80.1% |
| Participant deferral / active EE | $2,093 | $2,375-11.9% | $3,317-36.9% | $3,169-34.0% |
| Admin fee / account holder | $198 | $434-54.4% | $4,960-96.0% | $479-58.7% |