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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $392,903 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $105,994 |
BUCK GLOBAL, LLC5 years Service code 16 · EIN 83-1116912 | Consulting | $84,462 |
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $45,000 |
FREED MAXICK CPAS PC9+ years Service code 10 · EIN 45-4051133 | Accounting | $38,470 |
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 | $92,558 | $161,802-42.8% | $96,544-4.1% | $96,393-4.0% |
| Participation rate | 95.1% | 92.5%+2.6pp | 76.0%+19.1pp | 71.3%+23.8pp |
| Annual return | 22.45% | 18.41%+4.0pp | 25.84%-3.4pp | 22.88%-0.4pp |
| Employer contribution / active EE | $4,549 | $5,381-15.5% | $2,965+53.4% | $3,238+40.5% |
| Participant deferral / active EE | $7,955 | $8,927-10.9% | $4,851+64.0% | $5,455+45.8% |
| Admin fee / account holder | $13 | $61-78.1% | $8,252-99.8% | $74-82.0% |