Filed May 3, 2010 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,760 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,934 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $29,859 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $16,664 |
USI CONSULTING GROUP1 year Service code 16 · EIN 06-1053228 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,024 | $122,186+9.7% | $146,958-8.8% | $199,593-32.9% |
| Participation rate | 58.3% | 78.3%-19.9pp | 82.2%-23.8pp | 72.0%-13.6pp |
| Annual return | 15.17% | 30.56%-15.4pp | 418.34%-403.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,343 | $4,093-42.7% | $4,933-52.5% | $3,034-22.8% |
| Participant deferral / active EE | $5,809 | $8,502-31.7% | $8,070-28.0% | $5,087+14.2% |
| Admin fee / account holder | $138 | $179-22.9% | $12,998-98.9% | $269-48.8% |