Filed February 12, 2010
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,179 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $19,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,560 | $48,277+162.2% | $63,517+99.3% | $55,191+129.3% |
| Participation rate | 66.3% | 69.4%-3.0pp | 71.0%-4.7pp | 69.2%-2.8pp |
| Annual return | 0.20% | 2.37%-2.2pp | -70.30%+70.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $4,605 | $1,592+189.2% | $2,322+98.3% | $1,899+142.5% |
| Participant deferral / active EE | $4,937 | $2,432+103.0% | $2,953+67.2% | $3,046+62.1% |
| Admin fee / account holder | $53 | $86-38.4% | $5,892-99.1% | $91-41.6% |