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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,487 |
DELOITTE & TOUCHE LLP2+ years Service code 16 · EIN 13-3891517 | Consulting | $35,000 |
Service code 29 · EIN 31-0570030 | Legal | $11,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,936 | $96,400+9.9% | $149,718-29.2% | $177,276-40.2% |
| Participation rate | 93.5% | 88.9%+4.6pp | 87.1%+6.5pp | 74.8%+18.7pp |
| Annual return | 19.69% | 19.02%+0.7pp | 1501.63%-1481.9pp | 21.25%-1.6pp |
| Employer contribution / active EE | $2,902 | $3,680-21.1% | $5,445-46.7% | $2,479+17.1% |
| Participant deferral / active EE | $5,754 | $5,510+4.4% | $6,569-12.4% | $3,881+48.3% |
| Admin fee / account holder | $50 | $69-28.1% | $11,283-99.6% | $154-67.6% |