Filed June 10, 2008 (most recent of 2 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 |
|---|---|---|
WALSH & DICKINSON2 years Filed as: WALSH AND DICKINSON Service code 10 · EIN 82-3222207 | Accounting | $29,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,728 |
Form 5500 reported that benefits due were not provided when due.
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 | $135,532 | $99,078+36.8% | $96,544+40.4% | $74,419+82.1% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 25.01% | 22.48%+2.5pp | 25.84%-0.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $4,543 | $2,570+76.8% | $2,965+53.2% | $2,637+72.3% |
| Participant deferral / active EE | $9,635 | $4,933+95.3% | $4,851+98.6% | $4,528+112.8% |
| Admin fee / account holder | $39 | $225-82.5% | $8,252-99.5% | $348-88.7% |