Filed December 19, 2011 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,830,488 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,693,987 |
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 | $234,782 | $96,807+142.5% | $164,866+42.4% | $106,408+120.6% |
| Participation rate | 98.8% | 79.1%+19.7pp | 78.6%+20.2pp | 69.9%+28.9pp |
| Annual return | 15.84% | 17.39%-1.6pp | 69.97%-54.1pp | 17.37%-1.5pp |
| Employer contribution / active EE | $9,530 | $2,888+230.0% | $4,343+119.4% | $3,361+183.5% |
| Participant deferral / active EE | $9,958 | $5,055+97.0% | $6,033+65.1% | $5,567+78.9% |
| Admin fee / account holder | $134 | $66+103.6% | $12,689-98.9% | $79+69.2% |