Filed May 25, 2010
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) | $122,564 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$113,759 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $136,640 | $110,299+23.9% | $102,423+33.4% | $199,593-31.5% |
| Participation rate | 96.1% | 86.3%+9.8pp | 76.5%+19.6pp | 72.0%+24.1pp |
| Annual return | 15.70% | 35.73%-20.0pp | 29.32%-13.6pp | 34.25%-18.6pp |
| Employer contribution / active EE | $533 | $3,603-85.2% | $3,023-82.4% | $3,034-82.5% |
| Participant deferral / active EE | $3,978 | $6,376-37.6% | $5,053-21.3% | $5,087-21.8% |
| Admin fee / account holder | $11 | $122-91.0% | $9,451-99.9% | $269-95.9% |