Filed July 1, 2010 (most recent of 2 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 8-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 60 · EIN 04-2647786 | Sub-TA Fees | $69,347 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,841 |
KATZ, SAPPER & MILLER8+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $25,300 |
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $6,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,119 | $74,188-47.3% | $115,756-66.2% | $64,808-39.6% |
| Participation rate | 53.9% | 76.2%-22.3pp | 77.1%-23.2pp | 71.5%-17.6pp |
| Annual return | -53.95% | -11.81%-42.1pp | 143.14%-197.1pp | 32.82%-86.8pp |
| Employer contribution / active EE | $2,798 | $3,365-16.8% | $3,793-26.2% | $2,506+11.7% |
| Participant deferral / active EE | $3,152 | $5,294-40.5% | $6,254-49.6% | $4,310-26.9% |
| Admin fee / account holder | $246 | $148+65.6% | $8,124-97.0% | $188+30.8% |