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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $182,928 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,760 |
Service code 29 · EIN 75-3153619 | Legal | $58,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$255,321 |
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 | $164,260 | $98,217+67.2% | $105,722+55.4% | $63,975+156.8% |
| Participation rate | 90.4% | 81.9%+8.5pp | 78.9%+11.5pp | 71.1%+19.3pp |
| Annual return | 12.10% | 20.18%-8.1pp | 12.25%-0.1pp | 48.65%-36.6pp |
| Employer contribution / active EE | $8,916 | $4,802+85.7% | $4,079+118.6% | $2,182+308.7% |
| Participant deferral / active EE | $11,634 | $6,019+93.3% | $5,326+118.5% | $3,356+246.6% |
| Admin fee / account holder | $15 | $70-78.4% | $8,308-99.8% | $70-78.6% |