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) | $81,914 |
Filed as: DAVID KLIMASZEWSKI, ATTY AT LAW Service code 29 · EIN 75-3153619 | Legal | $10,621 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,932 | $102,255-21.8% | $118,746-32.7% | $77,958+2.5% |
| Participation rate | 64.6% | 84.8%-20.3pp | 78.3%-13.7pp | 71.6%-7.1pp |
| Annual return | 17.78% | 65.05%-47.3pp | 24.54%-6.8pp | 20.87%-3.1pp |
| Employer contribution / active EE | $7,289 | $4,931+47.8% | $4,193+73.9% | $2,310+215.5% |
| Participant deferral / active EE | $0 | $5,974-100.0% | $5,332-100.0% | $3,537-100.0% |
| Admin fee / account holder | $23 | $79-71.4% | $10,720-99.8% | $97-76.8% |