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 CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $279,415 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,097 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $40,433 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $30,639 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $25,003 |
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 | $44,064 | $68,062-35.3% | $185,823-76.3% | $106,520-58.6% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.7%+13.5pp | 71.3%+23.9pp |
| Annual return | 44.72% | 18.20%+26.5pp | 122.05%-77.3pp | 19.28%+25.4pp |
| Employer contribution / active EE | $3,096 | $1,997+55.0% | $5,167-40.1% | $2,840+9.0% |
| Participant deferral / active EE | $5,503 | $3,990+37.9% | $5,568-1.2% | $4,948+11.2% |
| Admin fee / account holder | $25 | $53-51.9% | $16,237-99.8% | $75-65.9% |