Filed September 20, 2011
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 10-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 |
|---|---|---|
FORVIS MAZARS, LLP3+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $6,990 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,691 | $75,388-6.2% | $123,544-42.8% | $55,725+26.9% |
| Participation rate | 57.4% | 75.7%-18.3pp | 82.3%-24.9pp | 70.9%-13.5pp |
| Annual return | -9.86% | 4.48%-14.3pp | 119.20%-129.1pp | 244.93%-254.8pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,094 | $5,651+43.2% | $6,426+26.0% | $3,356+141.2% |
| Admin fee / account holder | $11 | $120-91.2% | $9,284-99.9% | $115-90.8% |