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 16 · EIN 20-4751585 | Consulting | $26,697 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,838 |
FUST CHARLES CHAMBERS LLP5+ years Service code 10 · EIN 16-1226221 | Accounting | $12,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,228 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,994 | $62,928-31.7% | $172,739-75.1% | $67,579-36.4% |
| Participation rate | 88.2% | 64.5%+23.7pp | 82.6%+5.6pp | 71.3%+16.9pp |
| Annual return | 21.78% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,462 | $1,636-10.7% | $5,143-71.6% | $2,148-31.9% |
| Participant deferral / active EE | $4,419 | $2,145+106.0% | $5,198-15.0% | $3,539+24.8% |
| Admin fee / account holder | $75 | $167-54.8% | $13,954-99.5% | $142-47.1% |