Filed January 1, 2012
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,745 |
DELOITTE & TOUCHE LLP1+ years Service code 16 · EIN 13-3891517 | Consulting | $35,000 |
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 | $88,808 | $80,354+10.5% | $133,980-33.7% | $63,975+38.8% |
| Participation rate | 97.5% | 87.5%+10.0pp | 87.1%+10.4pp | 71.1%+26.4pp |
| Annual return | 11.36% | 13.11%-1.7pp | 29.30%-17.9pp | 48.65%-37.3pp |
| Employer contribution / active EE | $2,851 | $3,503-18.6% | $5,211-45.3% | $2,182+30.7% |
| Participant deferral / active EE | $5,531 | $5,239+5.6% | $6,282-11.9% | $3,356+64.8% |
| Admin fee / account holder | $40 | $69-41.9% | $9,324-99.6% | $70-42.8% |