Filed July 24, 2009
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 9-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 |
|---|---|---|
FORUSALL, INC.3 years Filed as: FORUSALL, INC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $14,818 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Custodial (other than securities); Pa... | $3,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,063 | $49,808-77.8% | $95,745-88.4% | $74,419-85.1% |
| Participation rate | 33.3% | 66.6%-33.2pp | 72.3%-38.9pp | 70.7%-37.4pp |
| Annual return | 10.76% | 24.91%-14.1pp | 28.35%-17.6pp | 34.38%-23.6pp |
| Employer contribution / active EE | $210 | $1,639-87.2% | $2,835-92.6% | $2,637-92.0% |
| Participant deferral / active EE | $689 | $3,739-81.6% | $4,245-83.8% | $4,528-84.8% |
| Admin fee / account holder | $86 | $311-72.5% | $5,678-98.5% | $348-75.4% |