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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $658,194 |
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $384,941 |
UBS FINANCIAL SERVICES INC7 years Service code 28 · EIN 13-2638166 | Investment Management | $141,894 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $140,000 |
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 | $236,835 | $136,310+73.7% | $98,439+140.6% | $103,482+128.9% |
| Participation rate | 94.8% | 89.2%+5.6pp | 75.2%+19.7pp | 73.3%+21.6pp |
| Annual return | 21.13% | 19.67%+1.5pp | 21.16%0pp | 33.11%-12.0pp |
| Employer contribution / active EE | $6,692 | $4,714+42.0% | $3,048+119.6% | $3,208+108.6% |
| Participant deferral / active EE | $12,660 | $7,358+72.1% | $4,738+167.2% | $5,207+143.1% |
| Admin fee / account holder | $130 | $76+71.4% | $8,948-98.5% | $114+14.3% |