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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,633 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,792 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $58,765 |
CULPEPPER RFP, LLC1 year Service code 16 · EIN 88-1591899 | Consulting | $17,625 |
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 | $81,013 | $104,697-22.6% | $96,544-16.1% | $80,160+1.1% |
| Participation rate | 96.3% | 86.4%+10.0pp | 76.0%+20.4pp | 72.9%+23.4pp |
| Annual return | 19.46% | 21.78%-2.3pp | 25.84%-6.4pp | 40.38%-20.9pp |
| Employer contribution / active EE | $3,748 | $3,536+6.0% | $2,965+26.4% | $2,978+25.9% |
| Participant deferral / active EE | $7,520 | $6,188+21.5% | $4,851+55.0% | $5,017+49.9% |
| Admin fee / account holder | $67 | $107-37.0% | $8,252-99.2% | $145-53.6% |