Filed March 10, 2009 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $191,277 |
Service code 16 800 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Consulting | $10,000 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC. Service code 27 · EIN 75-1680350 | Advisory (Plan) | $5,629 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,934 | $66,457+414.5% | $81,382+320.2% | $77,643+340.4% |
| Participation rate | 78.5% | 68.7%+9.7pp | 69.5%+9.0pp | 70.6%+7.9pp |
| Annual return | 9.76% | 15.93%-6.2pp | 24.73%-15.0pp | 31.24%-21.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,531 | $3,679+186.2% | $3,883+171.2% | $4,647+126.6% |
| Admin fee / account holder | $111 | $583-81.0% | $5,768-98.1% | $430-74.3% |