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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,007 |
RSM US LLP1 year Filed as: RSM US LLC Service code 10 · EIN 42-0714325 | Accounting | $31,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,099 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,215 | $78,852+3.0% | $76,768+5.8% | $75,289+7.9% |
| Participation rate | 99.0% | 85.0%+14.0pp | 77.0%+22.0pp | 72.4%+26.5pp |
| Annual return | -4.59% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,249 | $2,794-55.3% | $2,485-49.8% | $2,405-48.1% |
| Participant deferral / active EE | $2,446 | $4,800-49.0% | $3,852-36.5% | $3,739-34.6% |
| Admin fee / account holder | $33 | $79-57.7% | $6,675-99.5% | $102-67.3% |