Filed September 23, 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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,392 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,347 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $65,339 |
MCCARTER & ENGLISH1 year Filed as: MCCARTER & ENGLISH, LLP Service code 29 · EIN 22-1534652 | Legal | $15,277 |
Form 5500 reported that benefits due were not provided when due.
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 | $200,195 | $102,872+94.6% | $100,534+99.1% | $102,872+94.6% |
| Participation rate | 96.6% | 73.0%+23.5pp | 80.6%+16.0pp | 73.0%+23.5pp |
| Annual return | 18.74% | 19.06%-0.3pp | 32.66%-13.9pp | 19.06%-0.3pp |
| Employer contribution / active EE | $4,627 | $3,526+31.2% | $4,346+6.5% | $3,526+31.2% |
| Participant deferral / active EE | $8,823 | $5,535+59.4% | $6,144+43.6% | $5,535+59.4% |
| Admin fee / account holder | $85 | $292-71.0% | $7,654-98.9% | $292-71.0% |