Filed January 24, 2012 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $68,768 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,899 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,125 | $104,697-32.1% | $96,544-26.3% | $80,160-11.3% |
| Participation rate | 96.3% | 86.4%+10.0pp | 76.0%+20.4pp | 72.9%+23.4pp |
| Annual return | 21.40% | 21.78%-0.4pp | 25.84%-4.4pp | 40.38%-19.0pp |
| Employer contribution / active EE | $2,501 | $3,536-29.3% | $2,965-15.7% | $2,978-16.0% |
| Participant deferral / active EE | $6,667 | $6,188+7.7% | $4,851+37.4% | $5,017+32.9% |
| Admin fee / account holder | $65 | $107-39.0% | $8,252-99.2% | $145-55.1% |