Filed January 3, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,085 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,971 | $107,378+12.7% | $108,579+11.4% | $57,658+109.8% |
| Participation rate | 98.6% | 77.1%+21.5pp | 79.6%+19.0pp | 70.2%+28.3pp |
| Annual return | 10.66% | 12.80%-2.1pp | -51.70%+62.4pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,947 | $1,782+9.3% | $3,758-48.2% | $1,974-1.4% |
| Participant deferral / active EE | $5,303 | $3,221+64.7% | $4,311+23.0% | $3,061+73.3% |
| Admin fee / account holder | $55 | $108-49.4% | $7,645-99.3% | $95-41.9% |