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 | $133,390 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,499 |
HYAS GROUP, LLC5 years Service code 28 · EIN 26-2924761 | Investment Management | $21,000 |
PERKINS & CO1 year Filed as: PERKINS & COMPANY, PC Service code 10 · EIN 93-0928924 | Accounting | $9,639 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,244 | $82,202+43.8% | $125,339-5.7% | $64,808+82.5% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | -18.45% | 3.48%-21.9pp | 572.05%-590.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $11,025 | $3,615+204.9% | $4,814+129.0% | $2,506+340.0% |
| Participant deferral / active EE | $11,007 | $7,175+53.4% | $7,446+47.8% | $4,310+155.4% |
| Admin fee / account holder | $121 | $163-25.9% | $10,010-98.8% | $188-35.6% |