Filed January 17, 2012
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 | $22,011 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,590 |
Form 5500 reported that benefits due were not provided when due.
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 | $193,470 | $81,537+137.3% | $149,718+29.2% | $69,631+177.8% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.1%+3.4pp | 70.7%+19.8pp |
| Annual return | 14.95% | 22.79%-7.8pp | 1501.63%-1486.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $5,461 | $3,239+68.6% | $5,445+0.3% | $2,032+168.7% |
| Participant deferral / active EE | $6,140 | $4,994+23.0% | $6,569-6.5% | $3,224+90.5% |
| Admin fee / account holder | $102 | $107-4.6% | $11,283-99.1% | $110-7.6% |