Filed February 9, 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 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 37 · EIN 04-2647786 | Loan Processing | $116,589 |
HYAS GROUP, LLC3 years Service code 28 · EIN 26-2924761 | Investment Management | $35,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,114 |
BARRAN LIEBMAN LLP1 year Service code 16 · EIN 93-1251627 | Consulting | $10,505 |
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 | $152,785 | $100,801+51.6% | $149,696+2.1% | $73,409+108.1% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.5%+17.0pp | 72.2%+27.3pp |
| Annual return | 19.32% | 265.34%-246.0pp | 276.60%-257.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $6,988 | $3,312+111.0% | $4,644+50.5% | $2,234+212.8% |
| Participant deferral / active EE | $10,648 | $6,404+66.3% | $6,842+55.6% | $3,805+179.8% |
| Admin fee / account holder | $136 | $181-24.9% | $9,309-98.5% | $158-14.0% |