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 |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $373,214 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135,395 |
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 | $275,534 | $126,111+118.5% | $142,449+93.4% | $80,160+243.7% |
| Participation rate | 99.9% | 87.5%+12.4pp | 76.8%+23.1pp | 72.9%+27.0pp |
| Annual return | 18.53% | 23.39%-4.9pp | 19.99%-1.5pp | 40.38%-21.9pp |
| Employer contribution / active EE | $20,890 | $6,430+224.9% | $4,847+331.0% | $2,978+601.5% |
| Participant deferral / active EE | $12,815 | $7,822+63.8% | $6,283+103.9% | $5,017+155.4% |
| Admin fee / account holder | $107 | $92+15.5% | $10,011-98.9% | $145-26.4% |