Filed October 28, 2009
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) | $69,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,865 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO. CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $26,100 |
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 | $71,859 | $78,852-8.9% | $76,768-6.4% | $75,289-4.6% |
| Participation rate | 98.0% | 85.0%+13.0pp | 77.0%+21.0pp | 72.4%+25.5pp |
| Annual return | -4.61% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.6pp |
| Employer contribution / active EE | $4,479 | $2,794+60.3% | $2,485+80.2% | $2,405+86.2% |
| Participant deferral / active EE | $6,483 | $4,800+35.1% | $3,852+68.3% | $3,739+73.4% |
| Admin fee / account holder | $52 | $79-33.8% | $6,675-99.2% | $102-48.9% |