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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,049 |
WESTMINSTER CONSULTING, LLC7+ years Service code 27 · EIN 45-3679779 | Advisory (Plan) | $5,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$258,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,489 | $106,520-35.7% | $453,369-84.9% | $106,520-35.7% |
| Participation rate | 81.7% | 71.3%+10.4pp | 78.0%+3.7pp | 71.3%+10.4pp |
| Annual return | 16.57% | 19.28%-2.7pp | 64.40%-47.8pp | 19.28%-2.7pp |
| Employer contribution / active EE | $2,164 | $2,840-23.8% | $4,070-46.8% | $2,840-23.8% |
| Participant deferral / active EE | $5,104 | $4,948+3.2% | $6,209-17.8% | $4,948+3.2% |
| Admin fee / account holder | -$15 | $75-120.6% | $11,209-100.1% | $75-120.6% |