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 | $30,853 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,366 |
Employer 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 | $153,312 | $100,227+53.0% | $169,993-9.8% | $74,419+106.0% |
| Participation rate | 95.6% | 87.3%+8.2pp | 87.0%+8.6pp | 70.7%+24.8pp |
| Annual return | 16.60% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,586 | $4,263-62.8% | $6,785-76.6% | $2,637-39.9% |
| Participant deferral / active EE | $9,063 | $7,143+26.9% | $10,408-12.9% | $4,528+100.1% |
| Admin fee / account holder | $100 | $234-57.4% | $12,815-99.2% | $348-71.3% |