Filed January 2, 2013 (most recent of 3 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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $104,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,267 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,206 | $129,021-16.9% | $184,203-41.8% | $77,643+38.1% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 14.29% | 33.27%-19.0pp | 28.81%-14.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $8,238 | $4,413+86.7% | $6,427+28.2% | $2,726+202.2% |
| Participant deferral / active EE | $6,563 | $7,297-10.1% | $9,131-28.1% | $4,647+41.2% |
| Admin fee / account holder | $408 | $254+60.8% | $13,901-97.1% | $430-5.2% |