Filed September 11, 2012 (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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $187,732 |
NIXON PEABODY LLP2 years Service code 16 · EIN 16-0764720 | Consulting | $92,451 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 16 · EIN 43-1451524 | Consulting | $21,647 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 37 · EIN 04-2647786 | Loan Processing | -$421,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,330 | $66,513+91.4% | $178,490-28.7% | $106,222+19.9% |
| Participation rate | 58.3% | 73.8%-15.5pp | 81.9%-23.7pp | 70.8%-12.5pp |
| Annual return | 21.15% | 21.81%-0.7pp | 151.07%-129.9pp | 21.69%-0.5pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $883 | $3,679-76.0% | $5,202-83.0% | $4,600-80.8% |
| Admin fee / account holder | $39 | $53-27.0% | $13,984-99.7% | $78-50.2% |