Filed October 21, 2011 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $417,718 |
Filed as: STRATEGIC BENEFITS ADVISORS Service code 16 · EIN 03-0415817 | Consulting | $60,903 |
Service code 16 · EIN 46-3868027 | Consulting | $49,206 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $31,200 |
Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $8,967 |
Filed as: CAPFINANCIAL PARTNERS, LLC; Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,632 | $152,281-40.5% | $106,213-14.7% | $99,062-8.5% |
| Participation rate | 92.2% | 92.2%0pp | 75.3%+16.9pp | 71.6%+20.6pp |
| Annual return | 13.99% | 15.00%-1.0pp | 116.14%-102.1pp | 17.66%-3.7pp |
| Employer contribution / active EE | $4,003 | $5,348-25.2% | $3,171+26.2% | $3,262+22.7% |
| Participant deferral / active EE | $5,613 | $8,206-31.6% | $5,016+11.9% | $5,331+5.3% |
| Admin fee / account holder | $92 | $77+19.2% | $11,033-99.2% | $109-15.2% |