Filed January 3, 2012 (most recent of 2 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 |
|---|---|---|
Filed as: G.W. SHERWOLD ASSOCIATES INC Service code 27 · EIN 33-0619325 | Advisory (Plan) | $244,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $230,332 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,438 |
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 | $47,475 | $67,679-29.9% | $155,509-69.5% | $99,062-52.1% |
| Participation rate | 87.0% | 67.2%+19.8pp | 78.2%+8.8pp | 71.6%+15.4pp |
| Annual return | 15.62% | 16.16%-0.5pp | 64.67%-49.0pp | 17.66%-2.0pp |
| Employer contribution / active EE | $2,465 | $2,268+8.7% | $4,672-47.2% | $3,262-24.4% |
| Participant deferral / active EE | $4,485 | $3,828+17.1% | $5,626-20.3% | $5,331-15.9% |
| Admin fee / account holder | $89 | $94-4.9% | $15,912-99.4% | $109-18.2% |