Filed August 27, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $50,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,957 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$89,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,860 | $155,364+33.8% | $103,464+100.9% | $77,671+167.6% |
| Participation rate | 94.8% | 85.5%+9.3pp | 80.5%+14.3pp | 70.6%+24.2pp |
| Annual return | 14.56% | 19.02%-4.5pp | 23.91%-9.4pp | 31.21%-16.6pp |
| Employer contribution / active EE | $5,467 | $5,949-8.1% | $4,677+16.9% | $2,726+100.5% |
| Participant deferral / active EE | $11,142 | $8,482+31.4% | $6,624+68.2% | $4,648+139.7% |
| Admin fee / account holder | $9 | $503-98.1% | $9,410-99.9% | $430-97.8% |