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 6-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 37 · EIN 04-2647786 | Loan Processing | $1,590,624 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $304,905 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $92,136 |
LCG ASSOCIATES, INC.4 years Filed as: LCG ASSOCIATES INC Service code 27 · EIN 75-1680350 | Advisory (Plan) | $54,660 |
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 | $41,610 | $106,382-60.9% | $81,382-48.9% | $106,382-60.9% |
| Participation rate | 90.5% | 69.9%+20.6pp | 69.5%+21.0pp | 69.9%+20.6pp |
| Annual return | 13.81% | 17.37%-3.6pp | 24.73%-10.9pp | 17.37%-3.6pp |
| Employer contribution / active EE | $1,650 | $3,364-50.9% | $2,463-33.0% | $3,364-50.9% |
| Participant deferral / active EE | $4,044 | $5,569-27.4% | $3,883+4.1% | $5,569-27.4% |
| Admin fee / account holder | $33 | $79-58.2% | $5,768-99.4% | $79-58.2% |