Filed April 24, 2012 (most recent of 2 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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $365,736 |
Service code 37 · EIN 04-2647786 | Loan Processing | $226,489 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,908 |
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 | $248,590 | $130,084+91.1% | $138,135+80.0% | $90,288+175.3% |
| Participation rate | 99.5% | 86.0%+13.5pp | 78.7%+20.8pp | 73.4%+26.2pp |
| Annual return | 11.71% | 14.63%-2.9pp | 20.51%-8.8pp | 53.97%-42.3pp |
| Employer contribution / active EE | $21,074 | $5,865+259.3% | $5,587+277.2% | $2,524+734.9% |
| Participant deferral / active EE | $12,782 | $7,099+80.1% | $6,431+98.8% | $4,232+202.0% |
| Admin fee / account holder | $131 | $187-29.6% | $11,856-98.9% | $114+15.2% |