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) | $61,736 |
DAVID KLIMASZEWSKI, ATTORNEY AT LA1 year Service code 29 · EIN 75-3153619 | Legal | $55,969 |
Service code 60 · EIN 04-2687786 | Sub-TA Fees | -$91,909 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,658 | $98,217-40.3% | $105,722-44.5% | $63,975-8.3% |
| Participation rate | 86.5% | 81.9%+4.6pp | 78.9%+7.6pp | 71.1%+15.4pp |
| Annual return | 7.07% | 20.18%-13.1pp | 12.25%-5.2pp | 48.65%-41.6pp |
| Employer contribution / active EE | $6,945 | $4,802+44.6% | $4,079+70.3% | $2,182+218.3% |
| Participant deferral / active EE | $0 | $6,019-100.0% | $5,326-100.0% | $3,356-100.0% |
| Admin fee / account holder | $8 | $70-88.3% | $8,308-99.9% | $70-88.4% |