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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,751 |
FORVIS MAZARS, LLP5+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $7,211 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $3,293 |
Service code 27 · EIN 22-2769024 | Advisory (Plan) | $102 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,754 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $98,378 | $89,652+9.7% | $141,162-30.3% | $65,185+50.9% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.5%-1.0pp | 70.2%+11.3pp |
| Annual return | 39.83% | 32.79%+7.0pp | 71.39%-31.6pp | 29.38%+10.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,407 | $5,691+135.6% | $6,709+99.8% | $3,514+281.6% |
| Admin fee / account holder | $18 | $569-96.8% | $10,261-99.8% | $847-97.9% |