Filed January 27, 2012 (most recent of 4 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 |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $80,900 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $65,047 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,942 |
MSL, P.A.5 years Service code 10 · EIN 59-3070669 | Accounting | $6,620 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,419 | $67,679-35.8% | $155,509-72.1% | $99,062-56.2% |
| Participation rate | 61.6% | 67.2%-5.6pp | 78.2%-16.6pp | 71.6%-10.1pp |
| Annual return | 13.85% | 16.16%-2.3pp | 64.67%-50.8pp | 17.66%-3.8pp |
| Employer contribution / active EE | $2,556 | $2,268+12.7% | $4,672-45.3% | $3,262-21.6% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $55 | $94-41.4% | $15,912-99.7% | $109-49.7% |