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 | $78,935 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,954 |
ANTON COLLINS MITCHELL LLP1+ years Filed as: ACM LLP Service code 16 · EIN 01-0724563 | Consulting | $18,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,999 | $88,730+26.2% | $82,313+36.1% | $77,958+43.7% |
| Participation rate | 91.5% | 84.5%+7.0pp | 76.9%+14.6pp | 71.6%+19.9pp |
| Annual return | 0.00% | 20.88%-20.9pp | 25.88%-25.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $3,858 | $2,758+39.9% | $2,428+58.9% | $2,310+67.0% |
| Participant deferral / active EE | $7,807 | $4,634+68.5% | $3,706+110.6% | $3,537+120.7% |
| Admin fee / account holder | $83 | $74+12.6% | $5,608-98.5% | $97-14.5% |