Filed March 12, 2010 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,050 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADV Service code 27 · EIN 57-0956597 | Advisory (Plan) | $60,000 |
BUCK GLOBAL, LLC1 year Service code 17 · EIN 83-1116912 | Pension Consulting | $36,638 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 16 · EIN 23-0891050 | Consulting | $35,015 |
FREED MAXICK CPAS PC5+ years Service code 10 · EIN 45-4051133 | Accounting | $27,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,019 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,301 | $143,368-57.9% | $87,100-30.8% | $89,569-32.7% |
| Participation rate | 94.9% | 88.2%+6.7pp | 76.9%+18.1pp | 69.6%+25.4pp |
| Annual return | 23.60% | 28.55%-4.9pp | 28.19%-4.6pp | 34.56%-11.0pp |
| Employer contribution / active EE | $6,357 | $4,012+58.4% | $2,521+152.1% | $2,584+146.0% |
| Participant deferral / active EE | $11,780 | $7,129+65.2% | $4,049+191.0% | $4,220+179.1% |
| Admin fee / account holder | $23 | $61-61.8% | $7,497-99.7% | $72-67.5% |