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 | $571,754 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $308,575 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $41,655 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $38,825 |
Service code 16 · EIN 04-3638035 | Consulting | $34,556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,399 | $125,029+31.5% | $90,749+81.2% | $78,044+110.6% |
| Participation rate | 90.3% | 93.0%-2.6pp | 75.7%+14.6pp | 74.4%+15.9pp |
| Annual return | -17.10% | -14.80%-2.3pp | -12.16%-4.9pp | 10.87%-28.0pp |
| Employer contribution / active EE | $3,646 | $4,916-25.8% | $2,921+24.8% | $3,125+16.7% |
| Participant deferral / active EE | $10,105 | $7,684+31.5% | $4,564+121.4% | $5,084+98.8% |
| Admin fee / account holder | $143 | $56+156.7% | $8,445-98.3% | $79+81.4% |