Filed July 24, 2012 (most recent of 2 filings on file)
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 5-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 16 · EIN 82-1434504 | Consulting | $80,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,689 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $10,850 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$448,547 |
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 | $93,183 | $53,136+75.4% | $155,509-40.1% | $199,593-53.3% |
| Participation rate | 95.6% | 64.1%+31.5pp | 78.2%+17.4pp | 72.0%+23.6pp |
| Annual return | 15.49% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $3,669 | $1,851+98.2% | $4,672-21.5% | $3,034+20.9% |
| Participant deferral / active EE | $6,465 | $3,161+104.6% | $5,626+14.9% | $5,087+27.1% |
| Admin fee / account holder | -$59 | $185-131.9% | $15,912-100.4% | $269-122.0% |