Filed September 10, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,950 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $41,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,711 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,993 | $82,683-19.0% | $133,980-50.0% | $65,292+2.6% |
| Participation rate | 90.4% | 87.3%+3.1pp | 87.1%+3.3pp | 72.4%+18.0pp |
| Annual return | 12.58% | 9.63%+3.0pp | 29.30%-16.7pp | 11.84%+0.7pp |
| Employer contribution / active EE | $2,001 | $3,583-44.2% | $5,211-61.6% | $2,302-13.1% |
| Participant deferral / active EE | $6,019 | $5,190+16.0% | $6,282-4.2% | $3,579+68.2% |
| Admin fee / account holder | $21 | $66-67.4% | $9,324-99.8% | $57-62.7% |