Filed January 23, 2013 (most recent of 2 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.
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 |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 99 WOOD AVENUE S · ISELIN, NJ 08830 | Accounting | $20,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,805 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH ATTORNEYS Service code 29 · EIN 47-0551221 | Legal | $11,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,700 | $74,462-13.1% | $81,983-21.1% | $90,288-28.3% |
| Participation rate | 58.5% | 69.7%-11.1pp | 69.2%-10.7pp | 73.4%-14.8pp |
| Annual return | 83.20% | 17.56%+65.6pp | 41.31%+41.9pp | 53.97%+29.2pp |
| Employer contribution / active EE | $1,289 | $2,334-44.8% | $2,498-48.4% | $2,524-48.9% |
| Participant deferral / active EE | $2,689 | $3,602-25.3% | $3,722-27.8% | $4,232-36.5% |
| Admin fee / account holder | $20 | $98-79.7% | $5,664-99.6% | $114-82.5% |