Filed June 30, 2008
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 60 · EIN 04-2647786 | Sub-TA Fees | $307,845 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $191,299 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $41,786 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $23,500 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF SAN DIEGO LLP Service code 10 · EIN 81-3391684 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,295 | $140,769-75.6% | $88,946-61.4% | $140,769-75.6% |
| Participation rate | 40.6% | 74.2%-33.5pp | 68.8%-28.2pp | 74.2%-33.5pp |
| Annual return | 18.18% | 16.82%+1.4pp | 57.82%-39.6pp | 16.82%+1.4pp |
| Employer contribution / active EE | $889 | $3,906-77.3% | $2,555-65.2% | $3,906-77.3% |
| Participant deferral / active EE | $2,541 | $6,717-62.2% | $4,581-44.5% | $6,717-62.2% |
| Admin fee / account holder | $36 | $229-84.2% | $8,261-99.6% | $229-84.2% |