Filed December 21, 2012
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,747 | $58,879+91.5% | $178,490-36.8% | $73,488+53.4% |
| Participation rate | 92.9% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.3pp |
| Annual return | 30.90% | 24.86%+6.0pp | 151.07%-120.2pp | 28.51%+2.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $19,741 | $2,567+668.9% | $5,202+279.5% | $3,740+427.9% |
| Admin fee / account holder | $60 | $400-84.9% | $13,984-99.6% | $513-88.2% |