Filed October 17, 2011 (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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC3 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $67,992 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,169 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$224,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,189 | $144,996-11.6% | $111,297+15.2% | $93,030+37.8% |
| Participation rate | 98.2% | 86.2%+12.1pp | 77.3%+20.9pp | 73.9%+24.3pp |
| Annual return | 16.45% | 18.26%-1.8pp | 54.65%-38.2pp | 158.70%-142.3pp |
| Employer contribution / active EE | $4,355 | $3,056+42.5% | $2,731+59.5% | $2,706+60.9% |
| Participant deferral / active EE | $6,550 | $5,587+17.2% | $4,487+46.0% | $4,562+43.6% |
| Admin fee / account holder | -$37 | $103-135.6% | $7,964-100.5% | $152-124.3% |