Filed December 4, 2009 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,883 |
FUST CHARLES CHAMBERS LLP1+ years Service code 10 · EIN 16-1226221 | Accounting | $18,150 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,017 |
BOUSQUEST HOLSTEIN1+ years Service code 10 · EIN 16-1019465 | Accounting | $5,063 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,643 | $37,117-1.3% | $147,614-75.2% | $55,191-33.6% |
| Participation rate | 87.8% | 63.6%+24.2pp | 84.6%+3.2pp | 69.2%+18.6pp |
| Annual return | -0.23% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $863 | $1,620-46.7% | $5,564-84.5% | $1,899-54.5% |
| Participant deferral / active EE | $3,324 | $1,985+67.4% | $4,895-32.1% | $3,046+9.1% |
| Admin fee / account holder | $93 | $86+8.2% | $11,611-99.2% | $91+2.0% |