Filed December 28, 2011 (most recent of 4 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 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) | $126,179 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $54,542 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,703 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,578 | $73,283-52.8% | $155,509-77.8% | $106,382-67.5% |
| Participation rate | 92.3% | 73.3%+19.0pp | 78.2%+14.1pp | 69.9%+22.4pp |
| Annual return | 12.67% | 15.77%-3.1pp | 64.67%-52.0pp | 17.37%-4.7pp |
| Employer contribution / active EE | $3,251 | $2,247+44.7% | $4,672-30.4% | $3,364-3.3% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $14 | $56-74.4% | $15,912-99.9% | $79-81.9% |