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 | $149,554 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,613 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, P.C Service code 10 · EIN 76-0356844 | Accounting | $20,103 |
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 | $104,081 | $105,247-1.1% | $87,100+19.5% | $77,787+33.8% |
| Participation rate | 95.3% | 85.8%+9.5pp | 76.9%+18.5pp | 73.2%+22.1pp |
| Annual return | 27.66% | 24.52%+3.1pp | 28.19%-0.5pp | 32.57%-4.9pp |
| Employer contribution / active EE | $4,779 | $2,895+65.1% | $2,521+89.6% | $2,504+90.8% |
| Participant deferral / active EE | $9,674 | $5,060+91.2% | $4,049+139.0% | $3,967+143.8% |
| Admin fee / account holder | $109 | $104+4.0% | $7,497-98.6% | $100+8.6% |