Filed November 29, 2012 (most recent of 3 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 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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $97,254 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,851 |
Service code 28 · EIN 04-3638035 | Investment Management | $32,985 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $28,169 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $15,000 |
THE BERWYN GROUP1 year Service code 15 · EIN 34-1672337 | Recordkeeping | $8,509 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $8,144 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $147,827 | $117,928+25.4% | $77,999+89.5% | $65,292+126.4% |
| Participation rate | 91.1% | 85.6%+5.5pp | 75.5%+15.5pp | 72.4%+18.6pp |
| Annual return | 6.20% | 11.37%-5.2pp | 425.96%-419.8pp | 11.84%-5.6pp |
| Employer contribution / active EE | $3,039 | $3,999-24.0% | $2,470+23.0% | $2,302+32.0% |
| Participant deferral / active EE | $7,849 | $5,945+32.0% | $3,497+124.5% | $3,579+119.3% |
| Admin fee / account holder | $37 | $66-44.4% | $5,480-99.3% | $57-35.8% |