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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,008,951 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,487 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,496 | $73,283-16.1% | $155,509-60.5% | $106,382-42.2% |
| Participation rate | 92.0% | 73.3%+18.8pp | 78.2%+13.9pp | 69.9%+22.2pp |
| Annual return | 15.25% | 15.77%-0.5pp | 64.67%-49.4pp | 17.37%-2.1pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $6,383 | $4,580+39.4% | $5,626+13.5% | $5,569+14.6% |
| Admin fee / account holder | $86 | $56+53.3% | $15,912-99.5% | $79+8.6% |