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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,323 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $12,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,888 | $79,171+4.7% | $102,423-19.1% | $74,495+11.3% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 14.16% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,394 | $2,362-41.0% | $3,023-53.9% | $2,623-46.9% |
| Participant deferral / active EE | $4,258 | $4,415-3.6% | $5,053-15.7% | $4,346-2.0% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,451-98.8% | $1,942-94.1% |