Filed December 14, 2011
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 64 · EIN 04-2647786 | Recordkeeping Fees | $12,319 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,090 |
Annual investment return 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 | $74,094 | $69,305+6.9% | $82,313-10.0% | $69,631+6.4% |
| Participation rate | 82.0% | 80.3%+1.8pp | 76.9%+5.1pp | 70.7%+11.4pp |
| Annual return | 14.04% | 21.47%-7.4pp | 25.88%-11.8pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $942 | $1,887-50.1% | $2,428-61.2% | $2,032-53.7% |
| Participant deferral / active EE | $3,332 | $3,568-6.6% | $3,706-10.1% | $3,224+3.3% |
| Admin fee / account holder | $120 | $97+23.2% | $5,608-97.9% | $110+8.4% |