Filed October 16, 2008
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 |
|---|---|---|
Service code 10 · EIN 13-4008324 | Accounting | $87,847 |
MMA SECURITIES LLC1 year Filed as: MARSH USA Service code 27 · EIN 36-1436000 | Advisory (Plan) | $82,118 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $77,440 |
HAMILTON & COMPANY1 year Service code 27 · EIN 22-2142255 | Advisory (Plan) | $50,899 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,306 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $246,806 | $80,177+207.8% | $123,892+99.2% | $57,658+328.0% |
| Participation rate | 94.2% | 74.4%+19.8pp | 81.4%+12.8pp | 70.2%+24.0pp |
| Annual return | 11.75% | 17.90%-6.2pp | 47.52%-35.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $4,580 | $2,913+57.3% | $4,617-0.8% | $1,974+132.1% |
| Participant deferral / active EE | $9,594 | $5,130+87.0% | $5,984+60.3% | $3,061+213.5% |
| Admin fee / account holder | $143 | $106+34.4% | $8,357-98.3% | $95+51.1% |