Filed March 1, 2011 (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 | $340,063 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,756 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 70 · EIN 36-3109431 | Consulting Fees | $82,949 |
MELTON & MELTON LLP3+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $20,711 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $51,756 | $100,589-48.5% | $136,294-62.0% | $177,276-70.8% |
| Participation rate | 88.2% | 77.4%+10.8pp | 81.9%+6.3pp | 74.8%+13.4pp |
| Annual return | 18.13% | 39.18%-21.0pp | 5155.94%-5137.8pp | 21.25%-3.1pp |
| Employer contribution / active EE | $1,553 | $3,259-52.3% | $4,695-66.9% | $2,479-37.3% |
| Participant deferral / active EE | $4,480 | $5,830-23.2% | $6,247-28.3% | $3,881+15.4% |
| Admin fee / account holder | $66 | $55+20.6% | $9,243-99.3% | $154-57.2% |