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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,987 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,901 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $6,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,141 | $76,050+5.4% | $96,544-17.0% | $71,457+12.2% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.3pp | 67.9%+26.3pp |
| Annual return | 17.17% | 22.81%-5.6pp | 25.84%-8.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,334 | $2,244-40.6% | $2,965-55.0% | $2,588-48.5% |
| Participant deferral / active EE | $4,055 | $4,215-3.8% | $4,851-16.4% | $4,289-5.4% |
| Admin fee / account holder | $198 | $2,707-92.7% | $8,252-97.6% | $1,587-87.5% |