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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,709 |
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 | $65,013 | $177,276-63.3% | $122,332-46.9% | $177,276-63.3% |
| Participation rate | 31.2% | 74.8%-43.6pp | 71.6%-40.4pp | 74.8%-43.6pp |
| Annual return | 15.74% | 21.25%-5.5pp | 30.27%-14.5pp | 21.25%-5.5pp |
| Employer contribution / active EE | $652 | $2,479-73.7% | $4,050-83.9% | $2,479-73.7% |
| Participant deferral / active EE | $1,365 | $3,881-64.8% | $3,287-58.5% | $3,881-64.8% |
| Admin fee / account holder | $25 | $154-84.0% | $5,478-99.5% | $154-84.0% |