Filed March 27, 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 |
|---|---|---|
Service code 27 · EIN 82-5320133 | Advisory (Plan) | $28,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,253 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,223 | $65,435+63.9% | $86,677+23.7% | $66,914+60.2% |
| Participation rate | 85.7% | 75.5%+10.3pp | 76.6%+9.1pp | 69.8%+15.9pp |
| Annual return | -16.45% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,169 | $2,153+0.7% | $2,836-23.5% | $2,544-14.7% |
| Participant deferral / active EE | $8,074 | $4,100+96.9% | $4,656+73.4% | $4,237+90.6% |
| Admin fee / account holder | $462 | $642-28.0% | $7,493-93.8% | $593-22.1% |