Filed June 14, 2013 (most recent of 4 filings on file)
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $354,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $227,766 |
Filed as: WILSHIRE ADVISORS INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $75,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $56,700 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS AND BACKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $33,347 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,559 | $111,072+77.0% | $156,263+25.8% | $102,872+91.1% |
| Participation rate | 98.0% | 80.1%+17.8pp | 78.9%+19.1pp | 73.0%+24.9pp |
| Annual return | 16.77% | 16.98%-0.2pp | 59.47%-42.7pp | 19.06%-2.3pp |
| Employer contribution / active EE | $7,504 | $4,017+86.8% | $4,333+73.2% | $3,526+112.8% |
| Participant deferral / active EE | $10,531 | $5,455+93.1% | $6,158+71.0% | $5,535+90.3% |
| Admin fee / account holder | $113 | $120-6.1% | $14,255-99.2% | $292-61.3% |