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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 16 · EIN 16-0764720 | Consulting | $123,465 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 16 · EIN 43-1451524 | Consulting | $3,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,553 | $58,202-63.0% | $172,739-87.5% | $89,569-75.9% |
| Participation rate | 90.6% | 72.8%+17.8pp | 82.6%+8.0pp | 69.6%+21.0pp |
| Annual return | 33.08% | 61.59%-28.5pp | 802.84%-769.8pp | 34.56%-1.5pp |
| Employer contribution / active EE | $2,751 | $1,759+56.4% | $5,143-46.5% | $2,584+6.5% |
| Participant deferral / active EE | $4,838 | $3,335+45.1% | $5,198-6.9% | $4,220+14.6% |
| Admin fee / account holder | $6 | $53-88.4% | $13,954-100.0% | $72-91.5% |