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 | $152,965 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,380 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, PC Service code 10 · EIN 76-0356844 | Accounting | $26,165 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
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 | $137,206 | $144,996-5.4% | $111,297+23.3% | $93,030+47.5% |
| Participation rate | 95.6% | 86.2%+9.5pp | 77.3%+18.3pp | 73.9%+21.7pp |
| Annual return | 14.23% | 18.26%-4.0pp | 54.65%-40.4pp | 158.70%-144.5pp |
| Employer contribution / active EE | $4,988 | $3,056+63.2% | $2,731+82.7% | $2,706+84.4% |
| Participant deferral / active EE | $10,132 | $5,587+81.3% | $4,487+125.8% | $4,562+122.1% |
| Admin fee / account holder | $142 | $103+37.2% | $7,964-98.2% | $152-6.4% |