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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,342 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $25,729 |
MCGRATH NORTH1 year Service code 29 · EIN 47-0551221 | Legal | $14,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,005 | $84,572-43.2% | $68,791-30.2% | $78,044-38.5% |
| Participation rate | 66.2% | 73.3%-7.1pp | 69.0%-2.8pp | 74.4%-8.2pp |
| Annual return | 4.78% | -13.88%+18.7pp | -6.38%+11.2pp | 10.87%-6.1pp |
| Employer contribution / active EE | $1,159 | $3,358-65.5% | $2,655-56.3% | $3,125-62.9% |
| Participant deferral / active EE | $2,700 | $4,666-42.1% | $3,941-31.5% | $5,084-46.9% |
| Admin fee / account holder | $13 | $90-85.5% | $4,932-99.7% | $79-83.5% |