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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $693,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $392,300 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $143,000 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $99,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,191 | $152,281+74.8% | $106,213+150.6% | $99,062+168.7% |
| Participation rate | 95.4% | 92.2%+3.2pp | 75.3%+20.1pp | 71.6%+23.8pp |
| Annual return | 16.48% | 15.00%+1.5pp | 116.14%-99.7pp | 17.66%-1.2pp |
| Employer contribution / active EE | $7,283 | $5,348+36.2% | $3,171+129.6% | $3,262+123.3% |
| Participant deferral / active EE | $13,857 | $8,206+68.9% | $5,016+176.3% | $5,331+159.9% |
| Admin fee / account holder | $129 | $77+66.8% | $11,033-98.8% | $109+18.6% |