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 |
|---|---|---|
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $34,647 |
Service code 10 · EIN 13-4008324 | Accounting | $32,020 |
MMA SECURITIES LLC1 year Filed as: MARSH USA INC. Service code 27 · EIN 36-1436000 | Advisory (Plan) | $21,826 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,726 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,422 | $80,177-0.9% | $123,892-35.9% | $57,658+37.7% |
| Participation rate | 74.6% | 74.4%+0.2pp | 81.4%-6.8pp | 70.2%+4.4pp |
| Annual return | 7.01% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $11,696 | $5,130+128.0% | $5,984+95.5% | $3,061+282.2% |
| Admin fee / account holder | $52 | $106-51.2% | $8,357-99.4% | $95-45.2% |