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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $342,558 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $266,805 |
DELOITTE & TOUCHE LLP8+ years Service code 10 PO BOX 844708 · DALLAS, TX 75284 | Accounting | $53,000 |
Service code 16 · EIN 31-0570030 | Consulting | $32,825 |
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 | $177,988 | $129,756+37.2% | $169,993+4.7% | $103,482+72.0% |
| Participation rate | 98.1% | 91.3%+6.8pp | 87.0%+11.1pp | 73.3%+24.8pp |
| Annual return | 19.78% | 20.17%-0.4pp | 53.37%-33.6pp | 33.11%-13.3pp |
| Employer contribution / active EE | $4,902 | $5,236-6.4% | $6,785-27.8% | $3,208+52.8% |
| Participant deferral / active EE | $9,132 | $8,283+10.3% | $10,408-12.3% | $5,207+75.4% |
| Admin fee / account holder | $112 | $73+53.8% | $12,815-99.1% | $114-1.9% |