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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,981 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $30,204 |
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 | $170,387 | $53,925+216.0% | $75,670+125.2% | $69,631+144.7% |
| Participation rate | 84.8% | 71.2%+13.6pp | 72.3%+12.4pp | 70.7%+14.1pp |
| Annual return | 31.39% | 17.84%+13.5pp | 27.34%+4.0pp | 27571.02%-27539.6pp |
| Employer contribution / active EE | $5,938 | $1,802+229.5% | $2,352+152.5% | $2,032+192.2% |
| Participant deferral / active EE | $6,497 | $2,569+152.9% | $3,142+106.7% | $3,224+101.5% |
| Admin fee / account holder | $69 | $97-28.6% | $5,800-98.8% | $110-37.2% |