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) | $985,321 |
Service code 37 · EIN 04-2647786 | Loan Processing | $902,737 |
LCG ASSOCIATES, INC.5 years Filed as: LCG ASSOCIATES INC. Service code 27 · EIN 75-1680350 | Advisory (Plan) | $17,708 |
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 | $167,255 | $106,382+57.2% | $81,382+105.5% | $106,382+57.2% |
| Participation rate | 98.1% | 69.9%+28.2pp | 69.5%+28.6pp | 69.9%+28.2pp |
| Annual return | 14.19% | 17.37%-3.2pp | 24.73%-10.5pp | 17.37%-3.2pp |
| Employer contribution / active EE | $5,827 | $3,364+73.2% | $2,463+136.6% | $3,364+73.2% |
| Participant deferral / active EE | $9,664 | $5,569+73.5% | $3,883+148.9% | $5,569+73.5% |
| Admin fee / account holder | $94 | $79+18.6% | $5,768-98.4% | $79+18.6% |