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 7-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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $472,682 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $299,272 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $51,915 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,220 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $11,615 |
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 | $55,791 | $73,283-23.9% | $155,509-64.1% | $106,382-47.6% |
| Participation rate | 93.4% | 73.3%+20.1pp | 78.2%+15.2pp | 69.9%+23.5pp |
| Annual return | 22.56% | 15.77%+6.8pp | 64.67%-42.1pp | 17.37%+5.2pp |
| Employer contribution / active EE | $3,078 | $2,247+37.0% | $4,672-34.1% | $3,364-8.5% |
| Participant deferral / active EE | $5,651 | $4,580+23.4% | $5,626+0.4% | $5,569+1.5% |
| Admin fee / account holder | $37 | $56-33.6% | $15,912-99.8% | $79-53.0% |