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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $312,124 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $175,349 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $101,825 |
BUCK GLOBAL, LLC3 years Service code 16 · EIN 83-1116911 | Consulting | $97,497 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS CP Service code 10 · EIN 45-4051133 | Accounting | $31,000 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADV Service code 28 · EIN 57-0956597 | Investment Management | $15,000 |
Filed as: ONE DIGITAL Service code 28 · EIN 43-1451524 | Investment Management | $15,000 |
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 | $99,545 | $171,796-42.1% | $111,297-10.6% | $106,520-6.5% |
| Participation rate | 95.7% | 88.6%+7.2pp | 77.3%+18.4pp | 71.3%+24.4pp |
| Annual return | 19.84% | 18.62%+1.2pp | 54.65%-34.8pp | 19.28%+0.6pp |
| Employer contribution / active EE | $4,261 | $4,687-9.1% | $2,731+56.0% | $2,840+50.0% |
| Participant deferral / active EE | $8,900 | $7,845+13.5% | $4,487+98.3% | $4,948+79.9% |
| Admin fee / account holder | $33 | $69-52.6% | $7,964-99.6% | $75-55.8% |