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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,061 |
BUCKBINDER TUNICK & CO.1 year Filed as: BUCKBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $38,000 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $31,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$291,555 |
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 | $63,077 | $96,393-34.6% | $130,231-51.6% | $96,393-34.6% |
| Participation rate | 88.1% | 71.3%+16.8pp | 76.3%+11.8pp | 71.3%+16.8pp |
| Annual return | 21.35% | 22.88%-1.5pp | 38.77%-17.4pp | 22.88%-1.5pp |
| Employer contribution / active EE | $3,440 | $3,238+6.2% | $4,126-16.6% | $3,238+6.2% |
| Participant deferral / active EE | $6,367 | $5,455+16.7% | $6,799-6.3% | $5,455+16.7% |
| Admin fee / account holder | -$7 | $74-109.8% | $6,020-100.1% | $74-109.8% |