Filed April 25, 2013
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 10-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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $43,061 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,709 | $84,487+72.5% | $125,339+16.3% | $66,914+117.8% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -42.21% | -8.39%-33.8pp | 572.05%-614.3pp | 1.58%-43.8pp |
| Employer contribution / active EE | $8,246 | $3,553+132.1% | $4,814+71.3% | $2,544+224.1% |
| Participant deferral / active EE | $13,587 | $6,781+100.4% | $7,446+82.5% | $4,237+220.7% |
| Admin fee / account holder | $176 | $685-74.3% | $10,010-98.2% | $593-70.4% |