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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,084 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,401 | $65,061+82.0% | $143,757-17.6% | $66,914+76.9% |
| Participation rate | 80.6% | 65.2%+15.4pp | 80.3%+0.3pp | 69.8%+10.8pp |
| Annual return | -16.46% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $519 | $2,361-78.0% | $4,951-89.5% | $2,544-79.6% |
| Participant deferral / active EE | $17,151 | $2,919+487.6% | $5,637+204.2% | $4,237+304.8% |
| Admin fee / account holder | $64 | $502-87.3% | $14,673-99.6% | $593-89.2% |