Filed November 6, 2008 (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 8-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,273 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 10 · EIN 26-4789150 | Accounting | $58,000 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 16 200 EAST RANDOLPH ST · CHICAGO, IL 60601 | Consulting | $29,146 |
KATZ, SAPPER & MILLER1+ years Service code 10 · EIN 35-1090346 | Accounting | $19,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,525 |
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 | $83,636 | $82,422+1.5% | $67,652+23.6% | $67,505+23.9% |
| Participation rate | 88.4% | 84.2%+4.2pp | 75.7%+12.7pp | 71.2%+17.2pp |
| Annual return | 1.11% | 12.72%-11.6pp | 6625.04%-6623.9pp | 6.52%-5.4pp |
| Employer contribution / active EE | $3,099 | $2,879+7.7% | $2,266+36.8% | $2,173+42.6% |
| Participant deferral / active EE | $4,398 | $5,020-12.4% | $3,560+23.6% | $3,597+22.3% |
| Admin fee / account holder | $46 | $53-12.8% | $4,821-99.0% | $56-17.4% |