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 | $608,370 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $289,226 |
Service code 16 · EIN 04-3638035 | Consulting | $33,724 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $17,500 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $15,910 |
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 | $216,980 | $153,507+41.3% | $106,548+103.6% | $101,517+113.7% |
| Participation rate | 89.9% | 86.3%+3.6pp | 76.1%+13.8pp | 74.6%+15.4pp |
| Annual return | 15.89% | 15.11%+0.8pp | 26.80%-10.9pp | 21.00%-5.1pp |
| Employer contribution / active EE | $3,554 | $4,668-23.9% | $2,819+26.1% | $2,973+19.5% |
| Participant deferral / active EE | $9,657 | $7,264+32.9% | $4,398+119.6% | $4,873+98.2% |
| Admin fee / account holder | $119 | $74+61.9% | $7,407-98.4% | $139-14.5% |