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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $558,102 |
UBS FINANCIAL SERVICES INC6 years Service code 28 · EIN 13-2638166 | Investment Management | $181,379 |
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $203,237 | $125,029+62.6% | $90,749+124.0% | $78,044+160.4% |
| Participation rate | 94.7% | 93.0%+1.8pp | 75.7%+19.0pp | 74.4%+20.3pp |
| Annual return | -16.40% | -14.80%-1.6pp | -12.16%-4.2pp | 10.87%-27.3pp |
| Employer contribution / active EE | $6,457 | $4,916+31.3% | $2,921+121.1% | $3,125+106.6% |
| Participant deferral / active EE | $12,114 | $7,684+57.6% | $4,564+165.4% | $5,084+138.3% |
| Admin fee / account holder | $43 | $56-23.1% | $8,445-99.5% | $79-45.6% |