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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $332,441 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $36,000 |
Service code 29 · EIN 31-0570030 | Legal | $22,036 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$36,711 |
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 | $131,178 | $110,760+18.4% | $162,163-19.1% | $82,204+59.6% |
| Participation rate | 97.7% | 92.7%+5.1pp | 87.6%+10.2pp | 73.4%+24.3pp |
| Annual return | 27.61% | 22.97%+4.6pp | 115.59%-88.0pp | 26.31%+1.3pp |
| Employer contribution / active EE | $3,553 | $4,437-19.9% | $5,614-36.7% | $2,707+31.2% |
| Participant deferral / active EE | $6,812 | $6,652+2.4% | $7,298-6.7% | $4,246+60.4% |
| Admin fee / account holder | $58 | $65-10.8% | $10,843-99.5% | $76-23.1% |