Filed March 2, 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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,780 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $23,100 |
Filed as: ONEDIGITAL TOPCO LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $21,250 |
WRITE ON TARGET1 year Service code 49 · EIN 31-1431575 | Other Services | $5,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$509,558 |
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 | $71,997 | $106,382-32.3% | $136,007-47.1% | $106,382-32.3% |
| Participation rate | 84.0% | 69.9%+14.2pp | 76.5%+7.6pp | 69.9%+14.2pp |
| Annual return | 16.25% | 17.37%-1.1pp | 579.32%-563.1pp | 17.37%-1.1pp |
| Employer contribution / active EE | $3,862 | $3,364+14.8% | $4,217-8.4% | $3,364+14.8% |
| Participant deferral / active EE | $6,431 | $5,569+15.5% | $7,025-8.4% | $5,569+15.5% |
| Admin fee / account holder | -$21 | $79-126.7% | $6,858-100.3% | $79-126.7% |