Filed January 3, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $647,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $287,549 |
SEYFARTH SHAW LLP1 year Service code 16 · EIN 36-2152202 | Consulting | $15,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,049 | $119,627+98.2% | $146,958+61.3% | $99,062+139.3% |
| Participation rate | 97.0% | 73.4%+23.6pp | 82.2%+14.8pp | 71.6%+25.4pp |
| Annual return | 16.16% | 28.82%-12.7pp | 418.34%-402.2pp | 17.66%-1.5pp |
| Employer contribution / active EE | $7,827 | $4,153+88.5% | $4,933+58.7% | $3,262+139.9% |
| Participant deferral / active EE | $12,405 | $7,997+55.1% | $8,070+53.7% | $5,331+132.7% |
| Admin fee / account holder | $115 | $150-23.2% | $12,998-99.1% | $109+5.5% |