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 17 ONE HUNDRED · WINSOR, CT 06095 | Pension Consulting | $38,632 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,370 |
FUST CHARLES CHAMBERS LLP6+ years Service code 10 · EIN 16-1226221 | Accounting | $12,445 |
BOUSQUET HOLSTEIN PLLC5 years Service code 29 110 WEST FAYETTE STREET · SYRACUSE, NY 13202 | Legal | $3,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,991 |
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 | $54,666 | $52,293+4.5% | $178,490-69.4% | $73,409-25.5% |
| Participation rate | 90.6% | 65.3%+25.3pp | 81.9%+8.7pp | 72.2%+18.4pp |
| Annual return | 18.22% | 34.75%-16.5pp | 151.07%-132.8pp | 59.29%-41.1pp |
| Employer contribution / active EE | $1,667 | $1,735-3.9% | $5,011-66.7% | $2,234-25.4% |
| Participant deferral / active EE | $5,183 | $2,332+122.3% | $5,202-0.3% | $3,805+36.2% |
| Admin fee / account holder | $89 | $127-30.1% | $13,984-99.4% | $158-43.6% |