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.3+ years Service code 16 · EIN 43-1451524 | Consulting | $129,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$146,497 |
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 | $30,100 | $66,513-54.7% | $178,490-83.1% | $106,222-71.7% |
| Participation rate | 95.4% | 73.8%+21.6pp | 81.9%+13.5pp | 70.8%+24.6pp |
| Annual return | 27.83% | 21.81%+6.0pp | 151.07%-123.2pp | 21.69%+6.1pp |
| Employer contribution / active EE | $2,905 | $1,776+63.6% | $5,011-42.0% | $2,723+6.7% |
| Participant deferral / active EE | $5,189 | $3,679+41.0% | $5,202-0.2% | $4,600+12.8% |
| Admin fee / account holder | $7 | $53-87.2% | $13,984-100.0% | $78-91.3% |