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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $320,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $197,237 |
Filed as: WILSHIRE ADVISORS INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $75,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 61-2261527 | Accounting | $54,600 |
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 | $172,237 | $2,679,533-93.6% | $164,813+4.5% | $199,593-13.7% |
| Participation rate | 98.1% | 78.3%+19.8pp | 78.6%+19.5pp | 72.0%+26.1pp |
| Annual return | 14.41% | 17.93%-3.5pp | 69.93%-55.5pp | 34.25%-19.8pp |
| Employer contribution / active EE | $6,981 | $2,970+135.1% | $4,341+60.8% | $3,034+130.1% |
| Participant deferral / active EE | $9,491 | $5,010+89.5% | $6,031+57.4% | $5,087+86.6% |
| Admin fee / account holder | $89 | $1,982-95.5% | $12,690-99.3% | $269-66.7% |