Filed December 20, 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 | $146,970 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $34,375 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,361 | $91,517-48.2% | $101,248-53.2% | $73,409-35.5% |
| Participation rate | 58.6% | 73.8%-15.2pp | 75.8%-17.2pp | 72.2%-13.6pp |
| Annual return | 13.37% | 17.17%-3.8pp | 46.47%-33.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,609 | $2,877-44.1% | $3,660-56.0% | $2,234-28.0% |
| Participant deferral / active EE | $5,466 | $3,338+63.7% | $4,370+25.1% | $3,805+43.6% |
| Admin fee / account holder | $212 | $216-1.8% | $5,945-96.4% | $158+34.3% |