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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,973 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,687 |
HYAS GROUP, LLC10+ years Filed as: HYAS GROUP Service code 28 · EIN 26-2924761 | Investment Management | $35,000 |
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 | $151,925 | $106,028+43.3% | $146,958+3.4% | $77,643+95.7% |
| Participation rate | 98.0% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 15.17% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,844 | $4,063-5.4% | $4,933-22.1% | $2,726+41.0% |
| Participant deferral / active EE | $12,278 | $7,990+53.7% | $8,070+52.1% | $4,647+164.2% |
| Admin fee / account holder | $96 | $337-71.5% | $12,998-99.3% | $430-77.6% |