Filed March 2, 2010 (most recent of 4 filings on file)
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 27 · EIN 43-1451524 | Advisory (Plan) | $21,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,929 |
SPIELMAN KOENIGSBERG & PARKER LLP8+ years Filed as: SPIELMAN, KOENIGSBERG & PARKER, LL Service code 10 · EIN 13-3367751 | Accounting | $17,000 |
Filed as: ONEDIGITAL TOPCO LLC FKA ACHILLES Service code 27 · EIN 82-1434504 | Advisory (Plan) | $5,313 |
WESTMINSTER CONSULTING, LLC8+ years Service code 27 · EIN 45-3679779 | Advisory (Plan) | $5,313 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,181 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,701 | $74,188+73.5% | $115,756+11.2% | $64,808+98.6% |
| Participation rate | 88.4% | 76.2%+12.1pp | 77.1%+11.3pp | 71.5%+16.9pp |
| Annual return | -17.54% | -11.81%-5.7pp | 143.14%-160.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,589 | $3,365+36.4% | $3,793+21.0% | $2,506+83.2% |
| Participant deferral / active EE | $11,315 | $5,294+113.8% | $6,254+80.9% | $4,310+162.5% |
| Admin fee / account holder | -$20 | $148-113.7% | $8,124-100.2% | $188-110.8% |