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 | $136,220 |
HYAS GROUP, LLC4 years Service code 28 · EIN 26-2924761 | Investment Management | $35,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,868 |
BARRAN LIEBMAN LLP2 years Service code 16 · EIN 93-1251627 | Consulting | $6,160 |
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 | $151,518 | $104,317+45.2% | $159,436-5.0% | $86,799+74.6% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 15.18% | 26.32%-11.1pp | 263.57%-248.4pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,124 | $3,451-67.4% | $4,829-76.7% | $2,405-53.3% |
| Participant deferral / active EE | $9,995 | $6,837+46.2% | $7,352+35.9% | $4,131+142.0% |
| Admin fee / account holder | $135 | $172-21.6% | $10,799-98.8% | $170-20.4% |