Filed April 16, 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $241,469 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $91,732 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$128,226 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,688 | $139,767+116.6% | $153,485+97.2% | $199,593+51.7% |
| Participation rate | 97.1% | 85.1%+12.0pp | 77.1%+20.0pp | 72.0%+25.1pp |
| Annual return | 17.68% | 20.59%-2.9pp | 15.65%+2.0pp | 34.25%-16.6pp |
| Employer contribution / active EE | $11,879 | $6,517+82.3% | $5,039+135.8% | $3,034+291.5% |
| Participant deferral / active EE | $15,485 | $8,055+92.3% | $6,757+129.2% | $5,087+204.4% |
| Admin fee / account holder | $82 | $98-16.1% | $12,724-99.4% | $269-69.5% |