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 7-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 60 · EIN 04-2647786 | Sub-TA Fees | $54,373 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $9,200 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,991 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,004 | $69,305-12.0% | $82,313-25.9% | $69,631-12.4% |
| Participation rate | 96.8% | 80.3%+16.5pp | 76.9%+19.9pp | 70.7%+26.1pp |
| Annual return | 15.67% | 21.47%-5.8pp | 25.88%-10.2pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,308 | $1,887+22.4% | $2,428-4.9% | $2,032+13.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $80 | $97-18.0% | $5,608-98.6% | $110-27.8% |