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 | $109,945 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $32,500 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,769 | $241,101-79.4% | $103,333-51.8% | $199,593-75.1% |
| Participation rate | 24.8% | 78.3%-53.5pp | 74.5%-49.7pp | 72.0%-47.2pp |
| Annual return | 13.64% | 17.80%-4.2pp | 24.88%-11.2pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,057 | $4,244-75.1% | $3,868-72.7% | $3,034-65.2% |
| Participant deferral / active EE | $1,980 | $3,958-50.0% | $5,057-60.9% | $5,087-61.1% |
| Admin fee / account holder | $155 | $288-46.1% | $8,355-98.1% | $269-42.4% |