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 |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 17 · EIN 83-1116911 | Pension Consulting | $207,299 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $206,504 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $154,982 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADV Service code 27 · EIN 57-0956597 | Advisory (Plan) | $60,000 |
FREED MAXICK CPAS PC6+ years Service code 10 · EIN 45-4051133 | Accounting | $40,000 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,581 | $124,049-34.2% | $95,952-15.0% | $93,223-12.5% |
| Participation rate | 96.1% | 88.4%+7.7pp | 77.1%+19.0pp | 74.9%+21.2pp |
| Annual return | 21.52% | 22.17%-0.6pp | 91.61%-70.1pp | 19.29%+2.2pp |
| Employer contribution / active EE | $4,734 | $3,478+36.1% | $2,541+86.3% | $2,680+76.7% |
| Participant deferral / active EE | $9,326 | $6,147+51.7% | $4,167+123.8% | $4,563+104.4% |
| Admin fee / account holder | $46 | $73-36.5% | $6,795-99.3% | $79-41.7% |