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 | $149,379 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,830 |
HYAS GROUP, LLC9+ years Filed as: HYAS GROUP Service code 28 · EIN 26-2924761 | Investment Management | $28,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,430 | $95,274+44.2% | $135,903+1.1% | $74,419+84.7% |
| Participation rate | 99.9% | 78.2%+21.7pp | 81.9%+18.0pp | 70.7%+29.2pp |
| Annual return | 19.43% | 32.77%-13.3pp | 68.23%-48.8pp | 34.38%-15.0pp |
| Employer contribution / active EE | $7,906 | $3,874+104.1% | $4,856+62.8% | $2,637+199.8% |
| Participant deferral / active EE | $12,145 | $7,782+56.1% | $7,758+56.6% | $4,528+168.2% |
| Admin fee / account holder | $132 | $266-50.5% | $10,762-98.8% | $348-62.2% |