Filed July 27, 2011 (most recent of 5 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,319 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,865 | $93,131+45.9% | $106,548+27.5% | $86,799+56.5% |
| Participation rate | 95.2% | 81.4%+13.7pp | 76.1%+19.0pp | 72.3%+22.9pp |
| Annual return | 16.57% | 19.45%-2.9pp | 26.80%-10.2pp | 97.91%-81.3pp |
| Employer contribution / active EE | $9,652 | $2,895+233.4% | $2,819+242.4% | $2,405+301.3% |
| Participant deferral / active EE | $16,241 | $4,708+244.9% | $4,398+269.3% | $4,131+293.2% |
| Admin fee / account holder | $14 | $145-90.3% | $7,407-99.8% | $170-91.7% |