Filed November 15, 2013
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 |
|---|---|---|
CROSSPLANS1 year Service code 13 · EIN 20-4536537 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $950 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $324 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
SAGEPOINT FINANCIAL INC1 year Service code 55 2800 N. CENTRAL AVE # 2100 · PHOENIX, AZ 85004 | Other Commissions | $0 |
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 | $71,494 | $107,378-33.4% | $108,579-34.2% | $57,658+24.0% |
| Participation rate | 47.5% | 77.1%-29.6pp | 79.6%-32.0pp | 70.2%-22.7pp |
| Annual return | 21.26% | 12.80%+8.5pp | -51.70%+73.0pp | 5.13%+16.1pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,022 | $3,221+149.1% | $4,311+86.1% | $3,061+162.1% |
| Admin fee / account holder | $16 | $108-85.4% | $7,645-99.8% | $95-83.2% |