Filed July 10, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,998 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,825 |
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 | $50,927 | $67,505-24.6% | $100,671-49.4% | $67,505-24.6% |
| Participation rate | 32.8% | 71.2%-38.4pp | 70.7%-37.9pp | 71.2%-38.4pp |
| Annual return | -0.46% | 6.52%-7.0pp | 20.43%-20.9pp | 6.52%-7.0pp |
| Employer contribution / active EE | $663 | $2,173-69.5% | $4,012-83.5% | $2,173-69.5% |
| Participant deferral / active EE | $1,349 | $3,597-62.5% | $3,144-57.1% | $3,597-62.5% |
| Admin fee / account holder | $16 | $56-71.4% | $4,850-99.7% | $56-71.4% |