Filed August 30, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,994 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,172 |
MARKSNELSON LLC2 years Filed as: MARKSNELSON Service code 10 · EIN 48-1238645 | Accounting | $7,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,987 | $105,190-57.2% | $98,907-54.5% | $90,288-50.2% |
| Participation rate | 77.5% | 86.4%-8.8pp | 76.0%+1.5pp | 73.4%+4.2pp |
| Annual return | 28.31% | 18.52%+9.8pp | 196.43%-168.1pp | 53.97%-25.7pp |
| Employer contribution / active EE | $647 | $3,831-83.1% | $2,689-75.9% | $2,524-74.4% |
| Participant deferral / active EE | $2,089 | $5,616-62.8% | $4,244-50.8% | $4,232-50.6% |
| Admin fee / account holder | $57 | $97-41.5% | $6,642-99.1% | $114-50.1% |