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 CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $369,322 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $220,897 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $48,106 |
NIXON PEABODY LLP3 years Service code 29 · EIN 16-0764720 | Legal | $8,738 |
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 | $49,731 | $68,330-27.2% | $149,673-66.8% | $96,393-48.4% |
| Participation rate | 95.8% | 74.6%+21.2pp | 78.8%+17.0pp | 71.3%+24.5pp |
| Annual return | 22.53% | 29.64%-7.1pp | 134.42%-111.9pp | 22.88%-0.4pp |
| Employer contribution / active EE | $3,349 | $2,139+56.5% | $4,818-30.5% | $3,238+3.4% |
| Participant deferral / active EE | $6,337 | $4,422+43.3% | $5,680+11.6% | $5,455+16.2% |
| Admin fee / account holder | $34 | $52-33.9% | $13,210-99.7% | $74-53.5% |