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 |
|---|---|---|
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $468,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $236,362 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,979 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,963 | $142,386+97.3% | $152,466+84.3% | $93,030+202.0% |
| Participation rate | 99.6% | 85.6%+14.0pp | 78.2%+21.4pp | 73.9%+25.7pp |
| Annual return | 45.25% | 18.07%+27.2pp | 757.33%-712.1pp | 158.70%-113.4pp |
| Employer contribution / active EE | $13,943 | $5,485+154.2% | $4,327+222.3% | $2,706+415.3% |
| Participant deferral / active EE | $9,921 | $6,872+44.4% | $5,820+70.5% | $4,562+117.5% |
| Admin fee / account holder | $127 | $108+17.4% | $15,805-99.2% | $152-16.5% |