Filed September 19, 2012 (most recent of 5 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 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $410,871 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $80,646 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $80,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,844 |
Service code 10 · EIN 13-4008324 | Accounting | $30,000 |
ALIGHT SOLUTIONS LLC2 years Service code 16 · EIN 82-1061233 | Consulting | $13,500 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,983 | $110,299+177.4% | $102,423+198.7% | $199,593+53.3% |
| Participation rate | 99.2% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.2pp |
| Annual return | 16.39% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.9pp |
| Employer contribution / active EE | $9,879 | $3,603+174.2% | $3,023+226.7% | $3,034+225.6% |
| Participant deferral / active EE | $12,978 | $6,376+103.6% | $5,053+156.8% | $5,087+155.1% |
| Admin fee / account holder | $112 | $122-8.5% | $9,451-98.8% | $269-58.4% |