Filed December 19, 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 9-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 37 · EIN 04-2647786 | Loan Processing | $27,047 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,651 | $79,184+22.1% | $102,438-5.6% | $74,546+29.7% |
| Participation rate | 97.8% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.6pp |
| Annual return | 16.13% | 54.95%-38.8pp | 29.37%-13.2pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $3,019 | $2,362+27.8% | $3,024-0.2% | $2,624+15.0% |
| Participant deferral / active EE | $6,810 | $4,414+54.3% | $5,054+34.8% | $4,347+56.6% |
| Admin fee / account holder | $99 | $2,001-95.1% | $9,448-99.0% | $1,944-94.9% |