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 |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $458,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $232,971 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,603 |
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 | $231,100 | $108,592+112.8% | $129,110+79.0% | $77,904+196.6% |
| Participation rate | 98.1% | 84.8%+13.3pp | 77.3%+20.8pp | 73.7%+24.4pp |
| Annual return | -15.72% | -13.72%-2.0pp | -10.94%-4.8pp | 12.21%-27.9pp |
| Employer contribution / active EE | $20,983 | $5,713+267.3% | $5,052+315.4% | $2,848+636.9% |
| Participant deferral / active EE | $11,472 | $7,051+62.7% | $6,542+75.4% | $4,806+138.7% |
| Admin fee / account holder | $120 | $91+31.3% | $14,302-99.2% | $133-9.5% |