Filed June 1, 2012 (most recent of 5 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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $360,229 |
LYONDELLBASELL1 year Service code 16 | Consulting | $132,000 |
UBS FINANCIAL SERVICES INC3 years Service code 28 · EIN 13-2638166 | Investment Management | $107,863 |
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,746,308 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,700 | $156,529+67.2% | $93,606+179.6% | $82,204+218.4% |
| Participation rate | 77.1% | 86.5%-9.4pp | 75.8%+1.3pp | 73.4%+3.7pp |
| Annual return | 30.01% | 20.36%+9.6pp | 32.76%-2.8pp | 26.31%+3.7pp |
| Employer contribution / active EE | $4,948 | $4,800+3.1% | $2,718+82.0% | $2,707+82.8% |
| Participant deferral / active EE | $9,417 | $6,674+41.1% | $4,069+131.5% | $4,246+121.8% |
| Admin fee / account holder | -$166 | $65-356.0% | $7,888-102.1% | $76-319.2% |