Filed July 26, 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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,557 |
AGILISPARTNERSLLC1 year Service code 27 · EIN 04-3513306 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,993 |
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 | $121,033 | $110,282+9.7% | $102,438+18.2% | $199,768-39.4% |
| Participation rate | 95.9% | 86.3%+9.7pp | 76.5%+19.4pp | 72.0%+23.9pp |
| Annual return | 21.91% | 35.75%-13.8pp | 29.37%-7.5pp | 34.26%-12.4pp |
| Employer contribution / active EE | $4,104 | $3,603+13.9% | $3,024+35.7% | $3,037+35.2% |
| Participant deferral / active EE | $6,916 | $6,376+8.5% | $5,054+36.9% | $5,090+35.9% |
| Admin fee / account holder | $49 | $122-60.3% | $9,448-99.5% | $269-81.9% |