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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,000 |
Filed as: WILSHIRE ADVISORS INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $56,000 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $55,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1520348 | Investment Management | $39,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS Service code 26 · EIN 82-1061233 | Advisory (Participants) | $26,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 94-3112180 | Investment Management | $21,000 |
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 | $157,327 | $84,993+85.1% | $129,995+21.0% | $80,160+96.3% |
| Participation rate | 99.1% | 79.5%+19.6pp | 78.5%+20.6pp | 72.9%+26.2pp |
| Annual return | 17.27% | 23.76%-6.5pp | -137.18%+154.4pp | 40.38%-23.1pp |
| Employer contribution / active EE | $6,875 | $3,051+125.3% | $4,320+59.2% | $2,978+130.9% |
| Participant deferral / active EE | $10,133 | $4,984+103.3% | $5,820+74.1% | $5,017+102.0% |
| Admin fee / account holder | $118 | $391-69.7% | $10,614-98.9% | $145-18.4% |