Filed November 13, 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 8-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 | $112,199 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,043 |
Filed as: FIDELITY HEALTH INSURANCE SERVICES Service code 13 · EIN 47-2554588 | Contract Administrator | $0 |
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 | $150,929 | $128,899+17.1% | $113,168+33.4% | $102,872+46.7% |
| Participation rate | 94.4% | 87.0%+7.4pp | 76.6%+17.8pp | 73.0%+21.4pp |
| Annual return | 17.05% | 15.88%+1.2pp | 24.27%-7.2pp | 19.06%-2.0pp |
| Employer contribution / active EE | $5,187 | $3,713+39.7% | $2,975+74.3% | $3,526+47.1% |
| Participant deferral / active EE | $11,090 | $6,787+63.4% | $5,107+117.2% | $5,535+100.4% |
| Admin fee / account holder | $91 | $129-29.3% | $12,068-99.2% | $292-68.7% |