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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $251,757 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANICIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$140,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $288,702 | $142,386+102.8% | $152,466+89.4% | $93,030+210.3% |
| Participation rate | 97.2% | 85.6%+11.6pp | 78.2%+19.0pp | 73.9%+23.3pp |
| Annual return | 16.90% | 18.07%-1.2pp | 757.33%-740.4pp | 158.70%-141.8pp |
| Employer contribution / active EE | $8,808 | $5,485+60.6% | $4,327+103.6% | $2,706+225.5% |
| Participant deferral / active EE | $13,198 | $6,872+92.1% | $5,820+126.8% | $4,562+189.3% |
| Admin fee / account holder | $75 | $108-30.1% | $15,805-99.5% | $152-50.3% |