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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $240,216 |
Filed as: UBS FINANICIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $76,172 |
Filed as: DAVID KLIMASZEWSKI, ATTY AT LAW Service code 29 · EIN 75-3153619 | Legal | $21,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$234,123 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,700 | $102,255+76.7% | $118,746+52.2% | $77,958+131.8% |
| Participation rate | 86.5% | 84.8%+1.7pp | 78.3%+8.2pp | 71.6%+14.9pp |
| Annual return | 12.32% | 65.05%-52.7pp | 24.54%-12.2pp | 20.87%-8.5pp |
| Employer contribution / active EE | $9,153 | $4,931+85.6% | $4,193+118.3% | $2,310+296.2% |
| Participant deferral / active EE | $11,570 | $5,974+93.7% | $5,332+117.0% | $3,537+227.2% |
| Admin fee / account holder | $29 | $79-62.9% | $10,720-99.7% | $97-69.9% |