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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $445,547 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $110,761 |
BUCK GLOBAL, LLC6 years Service code 16 · EIN 83-1116912 | Consulting | $93,289 |
Filed as: ONE DIGITAL Service code 28 · EIN 82-1434504 | Investment Management | $90,000 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK P.C. Service code 10 · EIN 45-4051133 | Accounting | $61,496 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $35,827 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $111,781 | $178,759-37.5% | $102,423+9.1% | $106,382+5.1% |
| Participation rate | 96.4% | 91.3%+5.1pp | 76.5%+19.9pp | 69.9%+26.5pp |
| Annual return | 17.57% | 17.23%+0.3pp | 29.32%-11.8pp | 17.37%+0.2pp |
| Employer contribution / active EE | $5,065 | $5,750-11.9% | $3,023+67.5% | $3,364+50.6% |
| Participant deferral / active EE | $8,660 | $9,466-8.5% | $5,053+71.4% | $5,569+55.5% |
| Admin fee / account holder | $59 | $62-5.2% | $9,451-99.4% | $79-25.6% |