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 | $176,335 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,969 |
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 | $124,369 | $176,491-29.5% | $95,952+29.6% | $90,288+37.7% |
| Participation rate | 96.6% | 86.6%+10.1pp | 77.1%+19.6pp | 73.4%+23.3pp |
| Annual return | 16.66% | 20.14%-3.5pp | 91.61%-75.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $4,855 | $2,789+74.1% | $2,541+91.1% | $2,524+92.3% |
| Participant deferral / active EE | $9,647 | $5,340+80.7% | $4,167+131.5% | $4,232+127.9% |
| Admin fee / account holder | $121 | $154-21.1% | $6,795-98.2% | $114+6.5% |