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 | $127,082 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,205 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $78,683 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,043 | $127,218-18.2% | $392,568-73.5% | $77,787+33.8% |
| Participation rate | 94.8% | 82.0%+12.8pp | 78.1%+16.7pp | 73.2%+21.6pp |
| Annual return | 21.76% | 25.27%-3.5pp | 24.42%-2.7pp | 32.57%-10.8pp |
| Employer contribution / active EE | $3,418 | $3,064+11.6% | $3,783-9.7% | $2,504+36.5% |
| Participant deferral / active EE | $4,640 | $4,820-3.7% | $5,985-22.5% | $3,967+17.0% |
| Admin fee / account holder | $134 | $89+50.5% | $6,260-97.9% | $100+33.9% |