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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $56,553 | $65,292-13.4% | $109,313-48.3% | $65,292-13.4% |
| Participation rate | 28.2% | 72.4%-44.2pp | 71.3%-43.0pp | 72.4%-44.2pp |
| Annual return | 8.61% | 11.84%-3.2pp | 22.07%-13.5pp | 11.84%-3.2pp |
| Employer contribution / active EE | $612 | $2,302-73.4% | $3,892-84.3% | $2,302-73.4% |
| Participant deferral / active EE | $1,226 | $3,579-65.7% | $3,166-61.3% | $3,579-65.7% |
| Admin fee / account holder | $18 | $57-69.2% | $5,666-99.7% | $57-69.2% |