Filed January 12, 2010 (most recent of 3 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,654 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,516 |
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 | $125,251 | $80,211+56.2% | $74,183+68.8% | $63,975+95.8% |
| Participation rate | 96.8% | 84.2%+12.6pp | 76.6%+20.2pp | 71.1%+25.7pp |
| Annual return | 8.10% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.5pp |
| Employer contribution / active EE | $2,408 | $2,553-5.7% | $2,370+1.6% | $2,182+10.4% |
| Participant deferral / active EE | $8,112 | $4,370+85.6% | $3,550+128.5% | $3,356+141.7% |
| Admin fee / account holder | $5 | $67-92.0% | $5,586-99.9% | $70-92.3% |