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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $337,368 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $94,335 |
Service code 16 · EIN 04-3638035 | Consulting | $63,543 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $50,669 |
PLANTE & MORAN, PLLC8 years Service code 10 · EIN 38-1357951 | Accounting | $45,250 |
Form 5500 reported that benefits due were not provided when due.
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 | $185,723 | $136,310+36.2% | $98,439+88.7% | $103,482+79.5% |
| Participation rate | 87.1% | 89.2%-2.1pp | 75.2%+11.9pp | 73.3%+13.8pp |
| Annual return | 19.85% | 19.67%+0.2pp | 21.16%-1.3pp | 33.11%-13.3pp |
| Employer contribution / active EE | $3,634 | $4,714-22.9% | $3,048+19.2% | $3,208+13.3% |
| Participant deferral / active EE | $10,196 | $7,358+38.6% | $4,738+115.2% | $5,207+95.8% |
| Admin fee / account holder | $105 | $76+37.6% | $8,948-98.8% | $114-8.3% |