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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $364,531 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $48,188 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $36,000 |
Service code 16 · EIN 31-0570030 | Consulting | $17,649 |
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 | $155,641 | $122,602+26.9% | $177,821-12.5% | $93,223+67.0% |
| Participation rate | 98.1% | 91.3%+6.8pp | 87.7%+10.4pp | 74.9%+23.2pp |
| Annual return | 16.40% | 22.53%-6.1pp | 48.32%-31.9pp | 19.29%-2.9pp |
| Employer contribution / active EE | $4,167 | $4,338-3.9% | $5,918-29.6% | $2,680+55.5% |
| Participant deferral / active EE | $7,949 | $7,134+11.4% | $7,714+3.1% | $4,563+74.2% |
| Admin fee / account holder | $78 | $62+27.2% | $12,427-99.4% | $79-1.1% |