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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,107 |
UBS FINANCIAL SERVICES INC4 years Service code 28 · EIN 13-2638166 | Investment Management | $198,374 |
Filed as: BOBER MARKEY Service code 10 · EIN 34-1523030 | Accounting | $24,100 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,787,848 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $224,706 | $146,341+53.5% | $98,907+127.2% | $93,223+141.0% |
| Participation rate | 95.5% | 89.3%+6.2pp | 76.0%+19.5pp | 74.9%+20.6pp |
| Annual return | 16.72% | 16.85%-0.1pp | 196.43%-179.7pp | 19.29%-2.6pp |
| Employer contribution / active EE | $5,857 | $4,823+21.5% | $2,689+117.8% | $2,680+118.6% |
| Participant deferral / active EE | $10,769 | $7,126+51.1% | $4,244+153.7% | $4,563+136.0% |
| Admin fee / account holder | -$125 | $63-298.9% | $6,642-101.9% | $79-257.6% |