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) | $52,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,458 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,992 |
MSL, P.A.5 years Service code 10 · EIN 59-3070669 | Accounting | $6,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,128 | $67,679+3.6% | $155,509-54.9% | $99,062-29.2% |
| Participation rate | 36.3% | 67.2%-30.9pp | 78.2%-41.9pp | 71.6%-35.3pp |
| Annual return | 13.71% | 16.16%-2.5pp | 64.67%-51.0pp | 17.66%-3.9pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $2,322 | $3,828-39.3% | $5,626-58.7% | $5,331-56.4% |
| Admin fee / account holder | $85 | $94-9.3% | $15,912-99.5% | $109-22.0% |