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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,348 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $7,743 |
FORVIS MAZARS, LLP6+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $7,100 |
Service code 10 · EIN 31-1582098 | Accounting | $1,307 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,718 | $99,957+15.8% | $149,696-22.7% | $73,488+57.5% |
| Participation rate | 25.1% | 75.7%-50.6pp | 82.5%-57.4pp | 70.7%-45.6pp |
| Annual return | 17.63% | 53.87%-36.2pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $14,696 | $6,073+142.0% | $6,842+114.8% | $3,740+293.0% |
| Admin fee / account holder | $19 | $551-96.5% | $9,309-99.8% | $513-96.2% |