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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,754 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,636 |
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 | $123,714 | $47,126+162.5% | $149,673-17.3% | $74,419+66.2% |
| Participation rate | 91.5% | 63.4%+28.1pp | 78.8%+12.8pp | 70.7%+20.8pp |
| Annual return | 27.32% | 22.75%+4.6pp | 134.42%-107.1pp | 34.38%-7.1pp |
| Employer contribution / active EE | $489 | $1,905-74.4% | $4,818-89.9% | $2,637-81.5% |
| Participant deferral / active EE | $18,385 | $2,728+574.0% | $5,680+223.7% | $4,528+306.0% |
| Admin fee / account holder | $47 | $343-86.3% | $13,210-99.6% | $348-86.5% |