Filed July 19, 2013
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 37 · EIN 04-2647786 | Loan Processing | $213,405 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,285 |
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $12,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $85,097 | $55,331+53.8% | $81,812+4.0% | $199,593-57.4% |
| Participation rate | 78.0% | 62.5%+15.5pp | 72.3%+5.6pp | 72.0%+6.0pp |
| Annual return | 17.40% | 19.59%-2.2pp | 773.79%-756.4pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,807 | $2,101+81.2% | $2,912+30.7% | $3,034+25.5% |
| Participant deferral / active EE | $8,931 | $3,283+172.1% | $4,319+106.8% | $5,087+75.6% |
| Admin fee / account holder | $67 | $346-80.7% | $7,386-99.1% | $269-75.2% |