Filed June 8, 2009 (most recent of 4 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 7-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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $145,602 |
COOK STREET CONSULTING7+ years Service code 16 · EIN 84-0854432 | Consulting | $87,773 |
CROWE LLP5 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $45,167 |
MSIIA1 year Filed as: MSIIA DBA COOK STREET Service code 28 · EIN 11-3658445 | Investment Management | $29,545 |
Filed as: RETIREMENT PLAN ADVISOR SEARCH Service code 16 · EIN 81-2594242 | Consulting | $22,965 |
POYNER & SPRUILL LLP7+ years Filed as: POYNER SPRUILL LLC Service code 29 · EIN 56-1493995 | Legal | $12,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,129 | $148,970+24.9% | $136,007+36.9% | $199,593-6.7% |
| Participation rate | 83.2% | 79.4%+3.9pp | 76.5%+6.8pp | 72.0%+11.3pp |
| Annual return | 14.24% | 27.07%-12.8pp | 579.32%-565.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,211 | $3,561+18.3% | $4,217-0.1% | $3,034+38.8% |
| Participant deferral / active EE | $8,371 | $6,140+36.3% | $7,025+19.2% | $5,087+64.6% |
| Admin fee / account holder | $122 | $144-15.3% | $6,858-98.2% | $269-54.7% |